Walled Lake Planning & Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Walled Lake Planning & Wealth Management, LLC
- $257 Million
- Q2 2025
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,095 shares of BRK-B stock, worth $522,457. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,095
Previous 1,095
-0.0%
Holding current value
$522,457
Previous $583,000
8.92%
% of portfolio
0.21%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding BRK-B
# of Institutions
5,039Shares Held
924MCall Options Held
18.4MPut Options Held
13.1M-
Vanguard Group Inc Valley Forge, PA153MShares$73.1 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.5MShares$34.6 Billion1.36% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.1 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19 Billion1.4% 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 $621B