Montz Harcus Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History
Montz Harcus Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,967 shares of BRK-B stock, worth $1.41 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
2,967
Previous 2,959
0.27%
Holding current value
$1.41 Million
Previous $1.2 Million
13.47%
% of portfolio
0.81%
Previous 0.79%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,376Shares Held
841MCall Options Held
21MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA146MShares$69.8 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA70.5MShares$33.6 Billion1.35% of portfolio
-
Geode Capital Management, LLC Boston, MA36.7MShares$17.5 Billion1.39% of portfolio
-
Morgan Stanley New York, NY26.6MShares$12.7 Billion0.9% 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 $620B