Roi Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 1,691 shares of BRK-B stock, worth $766,361. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,691
Previous 869
94.59%
Holding current value
$766,361
Previous $354 Million
120.16%
% of portfolio
0.54%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding BRK-B
# of Institutions
4,381Shares Held
839MCall Options Held
21MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA146MShares$66.4 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.6 Billion1.0% of portfolio
-
State Street Corp Boston, MA70.5MShares$32 Billion1.35% of portfolio
-
Geode Capital Management, LLC Boston, MA36.7MShares$16.6 Billion1.39% of portfolio
-
Morgan Stanley New York, NY26.6MShares$12 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 $590B