Octavia Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 6,104 shares of BRK-B stock, worth $2.48 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,104
Previous 6,251
2.35%
Holding current value
$2.48 Million
Previous $2.23 Million
15.12%
% of portfolio
0.38%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding BRK-B
# of Institutions
4,161Shares Held
822MCall Options Held
18.4MPut Options Held
9.81M-
Vanguard Group Inc Valley Forge, PA147MShares$59.6 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY108MShares$43.7 Billion1.07% of portfolio
-
State Street Corp Boston, MA69.5MShares$28.3 Billion1.33% of portfolio
-
Geode Capital Management, LLC Boston, MA35.3MShares$14.4 Billion1.39% of portfolio
-
Morgan Stanley New York, NY24.3MShares$9.89 Billion0.83% 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 $529B