A detailed history of Modern Wealth Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,657 shares of BX stock, worth $1.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,657
Previous 13,035 2.9%
Holding current value
$1.86 Million
Previous $1.82 Million 3.9%
% of portfolio
0.05%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$120.07 - $151.11 $45,386 - $57,119
-378 Reduced 2.9%
12,657 $1.89 Million
Q1 2025

May 15, 2025

BUY
$136.53 - $186.74 $32,084 - $43,883
235 Added 1.84%
13,035 $1.82 Billion
Q4 2024

May 30, 2025

SELL
$148.45 - $199.05 $59,973 - $80,416
-404 Reduced 3.1%
12,631 $2.18 Million
Q4 2024

May 29, 2025

SELL
$148.45 - $199.05 $59,973 - $80,416
-404 Reduced 3.1%
12,631 $2.18 Million
Q4 2024

Feb 11, 2025

BUY
$148.45 - $199.05 $42,308 - $56,729
285 Added 2.28%
12,800 $2.16 Billion
Q3 2024

May 30, 2025

SELL
$120.77 - $159.66 $62,800 - $83,023
-520 Reduced 3.99%
12,515 $1.92 Million
Q3 2024

May 29, 2025

SELL
$120.77 - $159.66 $62,800 - $83,023
-520 Reduced 3.99%
12,515 $1.92 Million
Q3 2024

Nov 05, 2024

BUY
$120.77 - $159.66 $39,129 - $51,729
324 Added 2.66%
12,515 $1.92 Billion
Q2 2024

May 29, 2025

SELL
$116.13 - $132.0 $98,013 - $111,408
-844 Reduced 6.47%
12,191 $1.51 Million
Q2 2024

Aug 07, 2024

BUY
$116.13 - $132.0 $575,308 - $653,928
4,954 Added 68.45%
12,191 $1.51 Billion
Q1 2024

May 28, 2025

SELL
$116.98 - $131.66 $650,408 - $732,029
-5,560 Reduced 42.65%
7,475 $982 Million
Q1 2024

May 13, 2024

BUY
$116.98 - $131.66 $846,584 - $952,823
7,237 New
7,237 $898 Million

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $104B
  • Description
  • Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...
More about BX
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.