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Blackstone Group Inc Com Cl A shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Blackstone Group Inc Com Cl A (BX) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Blackstone Group Inc Com Cl A

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All positions including Blackstone Group Inc Com Cl A held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackstone Group Inc Com Cl A by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $178k 1.0k 170.86

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Blackstone Group Inc Com Cl A

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Royal Bank of Canada
Henderson Group
Edgewood Management
UBS Group
Northern Trust
Susquehanna International
Goldman Sachs Group
Reed Conner & Birdwell

View all funds holding Blackstone Group Inc Com Cl A