Monterey Private Wealth, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 37,157 shares of BRKB stock, worth $0. This represents 5.86% of its overall portfolio holdings.
Number of Shares
37,157
Previous 37,261
0.28%
Holding current value
$0
Previous $16.9 Million
17.17%
% of portfolio
5.86%
Previous 5.58%
Shares
21 transactions
Others Institutions Holding BRKB
# of Institutions
85Shares Held
25.4MCall Options Held
0Put Options Held
0-
Frontier Wealth Management LLC Kansas City, MO18.8MShares$081.92% of portfolio
-
Eaton Vance Management Boston, MA2.55MShares$01.01% of portfolio
-
Brewin Dolphin LTD London, X0658KShares$08.64% of portfolio
-
Brr Op Co, LLC578KShares$018.96% of portfolio
-
Brewin Dolphin Wealth Management LTD Conskleagh, Dublin, L2370KShares$011.01% of portfolio