Summit Wealth & Retirement Planning, Inc. Berkshire Hathaway Inc Class B Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 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 2,285 shares of BRK-B stock, worth $1.04 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,285
Previous 1,714
33.31%
Holding current value
$1.04 Million
Previous $720,000
29.03%
% of portfolio
0.33%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding BRK-B
# of Institutions
4,306Shares Held
851MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$65.6 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.8 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.5 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.3 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.4 Billion0.8% 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 $592B