Palo Alto Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Palo Alto Wealth Advisors, LLC
- $256 Billion
- Q1 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 440 shares of BRK-B stock, worth $234,630. This represents 0.09% of its overall portfolio holdings.
Number of Shares
440Holding current value
$234,630% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding BRK-B
# of Institutions
4,933Shares Held
874MCall Options Held
19.4MPut Options Held
12.1M-
Vanguard Group Inc Valley Forge, PA151MShares$80.3 Billion1.49% of portfolio
-
Black Rock Inc. New York, NY107MShares$57.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$38.5 Billion1.63% of portfolio
-
Geode Capital Management, LLC Boston, MA39.4MShares$21 Billion1.69% of portfolio
-
Morgan Stanley New York, NY27.8MShares$14.8 Billion1.09% 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 $694B