Summit Wealth & Retirement Planning, Inc. Berkshire Hathaway Inc Class B Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,714 shares of BRK-B stock, worth $743,893. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,714
Previous 1,071
60.04%
Holding current value
$743,893
Previous $381,000
88.98%
% of portfolio
0.27%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,181Shares Held
822MCall Options Held
18.4MPut Options Held
9.78M-
Vanguard Group Inc Valley Forge, PA147MShares$63.6 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY108MShares$46.7 Billion1.07% of portfolio
-
State Street Corp Boston, MA69.5MShares$30.2 Billion1.33% of portfolio
-
Geode Capital Management, LLC Boston, MA35.3MShares$15.3 Billion1.39% of portfolio
-
Morgan Stanley New York, NY24.3MShares$10.6 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 $565B