Lwm Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History
Lwm Advisory Services, LLC
- $116 Million
- Q2 2024
A detailed history of Lwm Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 8,093 shares of BRK-B stock, worth $3.67 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
8,093
Previous 8,904
9.11%
Holding current value
$3.67 Million
Previous $3.74 Million
12.07%
% of portfolio
2.85%
Previous 2.58%
Shares
11 transactions
Others Institutions Holding BRK-B
# of Institutions
4,264Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$65.3 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.6 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.4 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.2 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.3 Billion0.8% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $589B