Wealth Plan Partners, LLC Blackstone Inc. Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 20,403 shares of BX stock, worth $3.6 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

20,403

Previous 28,392 28.14%

Holding current value

$3.6 Million

Previous $3.51 Billion 11.12%

% of portfolio

0.42%

Previous 0.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$120.77 - $159.66 $964,831 - $1.28 Million	-7,989 Reduced 28.14%	20,403 $3.12 Billion
Q2 2024 Aug 09, 2024	BUY	$116.13 - $132.0 $114,039 - $129,624	982 Added 3.58%	28,392 $3.51 Billion
Q1 2024 May 07, 2024	BUY	$116.98 - $131.66 $591,801 - $666,067	5,059 Added 22.63%	27,410 $3.6 Billion
Q4 2023 Jan 05, 2024	BUY	$89.61 - $133.13 $58,604 - $87,067	654 Added 3.01%	22,351 $2.93 Billion
Q3 2023 Nov 01, 2023	BUY	$91.91 - $115.12 $665,520 - $833,583	7,241 Added 50.09%	21,697 $2.32 Billion
Q2 2023 Jul 31, 2023	SELL	$80.4 - $92.97 $400,794 - $463,455	-4,985 Reduced 25.64%	14,456 $1.34 Billion
Q1 2023 May 10, 2023	SELL	$76.13 - $100.03 $731,685 - $961,388	-9,611 Reduced 33.08%	19,441 $1.71 Billion
Q4 2022 Feb 16, 2023	BUY	$72.15 - $108.77 $537,661 - $810,554	7,452 Added 34.5%	29,052 $2.81 Billion
Q1 2022 May 03, 2022	BUY	$108.62 - $137.98 $1.31 Million - $1.66 Million	12,034 Added 125.8%	21,600 $2.19 Million
Q4 2021 Feb 01, 2022	SELL	$110.95 - $148.88 $27,959 - $37,517	-252 Reduced 2.57%	9,566 $1.26 Million
Q3 2021 Dec 09, 2021	BUY	$97.11 - $135.04 $2,136 - $2,970	22 Added 0.22%	9,818 $1.14 Million
Q2 2021 Aug 19, 2021	SELL	$74.62 - $99.62 $275,422 - $367,697	-3,691 Reduced 27.37%	9,796 $1.12 Million
Q1 2021 May 11, 2021	SELL	$61.66 - $76.09 $225,367 - $278,108	-3,655 Reduced 21.32%	13,487 $1.19 Million
Q4 2020 Feb 09, 2021	BUY	$50.29 - $65.34 $37,214 - $48,351	740 Added 4.51%	17,142 $1.22 Million
Q3 2020 Dec 18, 2020	SELL	$49.95 - $58.0 $20,579 - $23,896	-412 Reduced 2.45%	16,402 $901,000
Q2 2020 Aug 19, 2020	SELL	$40.8 - $59.45 $1.29 Million - $1.88 Million	-31,643 Reduced 65.3%	16,814 $894,000
Q1 2020 May 15, 2020	BUY	$36.04 - $64.41 $11,496 - $20,546	319 Added 0.66%	48,457 $2.45 Million
Q4 2019 Feb 14, 2020	SELL	$45.61 - $56.3 $2.33 Million - $2.88 Million	-51,081 Reduced 51.48%	48,138 $3.03 Million
Q3 2019 Nov 15, 2019	BUY	$44.53 - $53.55 $4.42 Million - $5.31 Million	99,219 New	99,219 $5.2 Million

Others Institutions Holding BX

# of Institutions

2,144

Shares Held

503M

Call Options Held

12.6M

Put Options Held

16.4M

View Full List

About Blackstone Inc.

Ticker BX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 709,041,024
Market Cap $125B
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

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Blackstone Inc. Transaction History