Number of Shares
35,873.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
4.01%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
56.43%

Lantern Wealth Advisors, LLC's Blackstone Inc Holding Summary

As of 2024-12-31, Lantern Wealth Advisors, LLC held 35,873.00 shares of Blackstone Inc(BX), totaling $6.19 Mil. This investment constitutes 4.01% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Blackstone Inc(BX) stock.

The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 2 purchases of BX, at an average price of $108.59, for a total of 37,877.00 shares. In addition, there have been 2 sales at an average price of $132.63 for 2,004.00 shares. Based on historical transaction data and BX's current price of $171.96, Lantern Wealth Advisors, LLC's estimated gain on his BX holdings is $2.32 Mil, reflecting a 56.43% gain to date.

Lantern Wealth Advisors, LLC BX ($171.96) Holding Chart

Lantern Wealth Advisors, LLC BX ($171.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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