Number of Shares
60,000.00
Current Holdings Value*
$20.46 Mil
% of Portfolio
14.29%
Total Estimate Gain
$9.39 Mil
% of Total Estimate Gain
48.01%

OTA Financial Group L.P.'s Berkshire Hathaway Inc Holding Summary

As of 2023-06-30, OTA Financial Group L.P. held 60,000.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.46 Mil. This investment constitutes 14.29% of their stock portfolio, and OTA Financial Group L.P. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q2. And since then OTA Financial Group L.P. has made 1 purchases of BRK.B, at an average price of $326.09, for a total of 60,000.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, OTA Financial Group L.P.'s estimated gain on his BRK.B holdings is $9.39 Mil, reflecting a 48.01% gain to date.

OTA Financial Group L.P. BRK.B ($482.63) Holding Chart

OTA Financial Group L.P. BRK.B ($482.63) 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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