Avantax Advisory Services, Inc. Carlyle Group Inc. Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,626 shares of CG stock, worth $371,917. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,626Holding current value
$371,917% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding CG
# of Institutions
658Shares Held
223MCall Options Held
2.95MPut Options Held
1.68M-
Vanguard Group Inc Valley Forge, PA24.7MShares$1.39 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.27 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.12 Billion0.16% of portfolio
-
Harris Associates L P Chicago, IL11.3MShares$635 Million0.99% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.95MShares$558 Million1.47% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $20.3B
- 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...