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Wealth Management Solutions, LLC

SEC CIK
0001905979
Latest filing
Oct 25, 2023

BX holding history

Blackstone Inc. in every 13F filed by Wealth Management Solutions, 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 Q3 2023 holdings

Shares (Q3 2023)
4,871
Value
$521.9K
% of portfolio
0.4%
Quarters held
8
Since Q4 2021
Holdings of BX by Wealth Management Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20234,871$521.9K0.4%+17+0.4%AddedHolders
Q2 20234,854$451.3K0.3%+257+5.6%AddedHolders
Q1 20234,597$403.8K0.2%+204+4.6%AddedHolders
Q4 20224,393$326.0K0.2%+827+23.2%AddedHolders
Q3 20223,566$298.0K0.2%−129−3.5%ReducedHolders
Q2 20223,695$337.0K0.2%−895−19.5%ReducedHolders
Q1 20224,590$583.0K0.3%−1,075−19.0%ReducedHolders
Q4 20215,665$733.0K0.4%–No prior filingHolders