Number of Shares
30,727.00
Current Holdings Value*
$4.60 Mil
% of Portfolio
0.13%
Total Estimate Gain
$-551,979.37
% of Total Estimate Gain
-3.24%

U.S. Capital Wealth Advisors, LLC's Blackstone Inc Holding Summary

As of 2025-06-30, U.S. Capital Wealth Advisors, LLC held 30,727.00 shares of Blackstone Inc(BX), totaling $4.60 Mil. This investment constitutes 0.13% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0% of the outstanding Blackstone Inc(BX) stock.

The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 4 purchases of BX, at an average price of $144.33, for a total of 117,969.00 shares. In addition, there have been 11 sales at an average price of $131.30 for 87,242.00 shares. Based on historical transaction data and BX's current price of $163.36, U.S. Capital Wealth Advisors, LLC's estimated gain on his BX holdings is $-551,979.37, reflecting a -3.24% gain to date.

U.S. Capital Wealth Advisors, LLC BX ($163.36) Holding Chart

U.S. Capital Wealth Advisors, LLC BX ($163.36) 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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