Modern Wealth Management, LLC Berkshire Hathaway Inc Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6 shares of BRK-A stock, worth $4.58 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6
Previous 65,987
99.99%
Holding current value
$4.58 Million
Previous $48.1 Billion
90.59%
% of portfolio
0.09%
Previous 92.62%
Shares
4 transactions
Others Institutions Holding BRK-A
# of Institutions
1,507Shares Held
611KCall Options Held
2.4KPut Options Held
400-
First Manhattan CO New York, NY14.7KShares$11.2 Billion31.33% of portfolio
-
Vista Capital Partners, Inc.5.41KShares$4.13 Billion80.77% of portfolio
-
Strategic Investment Advisors Farmington Hills, MI4.49KShares$3.43 Billion72.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.85KShares$2.94 Billion0.05% of portfolio
-
360 Financial, Inc.3.41KShares$2.6 Billion0.55% of portfolio
About BERKSHIRE HATHAWAY INC
- Ticker BRK-A
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 599,924
- Market Cap $458B
- Description
- Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...