A detailed history of Wr Wealth Planners, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 174 shares of CG stock, worth $7,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 82 112.2%
Holding current value
$7,363
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$39.05 - $47.85 $3,592 - $4,402
92 Added 112.2%
174 $6,000
Q1 2024

Jul 31, 2024

BUY
$38.45 - $47.62 $3,152 - $3,904
82 New
82 $3,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $15.3B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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