Walled Lake Planning & Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
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 897 shares of BRK-B stock, worth $469,256. This represents 0.17% of its overall portfolio holdings.
Number of Shares
897
Previous 884
1.47%
Holding current value
$469,256
Previous $406,000
-0.0%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,808Shares Held
865MCall Options Held
21.4MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA148MShares$77.4 Billion1.2% of portfolio
-
Black Rock Inc. New York, NY107MShares$56.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA71.7MShares$37.5 Billion1.32% of portfolio
-
Geode Capital Management, LLC Boston, MA38MShares$19.9 Billion1.37% of portfolio
-
Morgan Stanley New York, NY28.1MShares$14.7 Billion0.91% 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 $681B