Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$8.85 Mil
% of Total Estimate Gain
38.40%

First Trust Direct Indexing L.P.'s Berkshire Hathaway Inc Holding Summary

As of 2024-12-31, First Trust Direct Indexing L.P. held - shares of Berkshire Hathaway Inc(BRK.B), totaling N/A. This investment constitutes 0% of their stock portfolio, and First Trust Direct Indexing L.P. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then First Trust Direct Indexing L.P. has made 13 purchases of BRK.B, at an average price of $330.86, for a total of 69,673.00 shares. In addition, there have been 3 sales at an average price of $457.91 for 69,673.00 shares. Based on historical transaction data and BRK.B's current price of $478.90, First Trust Direct Indexing L.P.'s estimated gain on his BRK.B holdings is $8.85 Mil, reflecting a 38.40% gain to date.

First Trust Direct Indexing L.P. BRK.B ($478.90) Holding Chart

First Trust Direct Indexing L.P. BRK.B ($478.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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