Triad Financial Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,881 shares of BRK-B stock, worth $857,096. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,881
Previous 1,889
0.42%
Holding current value
$857,096
Previous $644,000
2.17%
% of portfolio
0.25%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,380Shares Held
841MCall Options Held
21MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA146MShares$66.7 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.9 Billion1.0% of portfolio
-
State Street Corp Boston, MA70.5MShares$32.1 Billion1.35% of portfolio
-
Geode Capital Management, LLC Boston, MA36.7MShares$16.7 Billion1.39% of portfolio
-
Morgan Stanley New York, NY26.6MShares$12.1 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 $593B