Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$224,279
New position
Shares Held
1,906
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,754
of 2,112 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026PLANNING ALTERNATIVES LTD /ADV holds $1,240,889 across 2 Asset Management names. BX ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMO |
Invesco Municipal Opportunity Trust
|
103,000 | $1,016,610 | |
| 2 | BX |
Blackstone Inc.
This page
|
1,906 | $224,279 |
All Filings in BX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,279 | 1,906 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||