Plan A Wealth LLC Berkshire Hathaway Inc Class B Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Plan A Wealth LLC holds 5,111 shares of BRK-B stock, worth $2.49 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
5,111
Previous 5,160
0.95%
Holding current value
$2.49 Million
Previous $2.51 Billion
2.51%
% of portfolio
1.31%
Previous 1.42%
Shares
4 transactions
Others Institutions Holding BRK-B
# of Institutions
5,080Shares Held
882MCall Options Held
17.4MPut Options Held
13.1M-
Vanguard Group Inc Valley Forge, PA153MShares$74.7 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$52.3 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.5MShares$35.3 Billion1.36% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19.5 Billion1.4% of portfolio
-
Morgan Stanley New York, NY27.2MShares$13.3 Billion0.89% 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 $635B