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Provenance Wealth Advisors, LLC → BX

Provenance Wealth Advisors, LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
10
Latest value
$65.8M
Q3 2026
Peak value
$65.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$131K
Q3 2025$58.8M
Q4 2025$14K
Q4 2025$58.4M
Q1 2026$10K
Q1 2026$54.9M
Q2 2026$11K
Q2 2026$60.1M
Q3 2026$977K
Q3 2026$65.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$65.8M282.2K——
Q3 2026$977K8.7K——
Q2 2026$60.1M254.2K——
Q2 2026$11K93——
Q1 2026$54.9M255.4K——
Q1 2026$10K90——
Q4 2025$58.4M265.8K——
Q4 2025$14K90——
Q3 2025$58.8M272.5K——
Q3 2025$131K764——

Other funds holding BX

Other Provenance Wealth Advisors, LLC positions

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ETHA

ISHARES TR CORE S&P TTL STK

$239.9M
ETHA

ISHARES TR CORE S&P TTL STK

$238.9M
ETHA

ISHARES TR CORE S&P TTL STK

$215.1M
VGES

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$93M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$92.3M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$90.5M