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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

BX holding history

Blackstone Inc. in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q1 2023 holdings

Shares (Q1 2023)
6,027
Value
$529.4K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of BX by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20236,027$529.4K0.1%+93+1.6%AddedHolders
Q4 20225,934$440.0K0.1%00.0%UnchangedHolders
Q3 20225,934$497.0K0.1%00.0%UnchangedHolders
Q2 20225,934$541.0K0.1%00.0%UnchangedHolders
Q1 20225,934$753.0K0.2%00.0%UnchangedHolders
Q4 20215,934$768.0K0.2%+84+1.4%AddedHolders
Q3 20215,850$681.0K0.1%00.0%UnchangedHolders
Q2 20215,850$568.0K0.1%00.0%UnchangedHolders
Q1 20215,850$436.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.