Cassaday & CO Wealth Management LLC Carlyle Group Inc. Transaction History
Cassaday & CO Wealth Management LLC
- $3.98 Billion
- Q2 2025
A detailed history of Cassaday & CO Wealth Management LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,363 shares of CG stock, worth $337,332. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,363Holding current value
$337,332% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CG
# of Institutions
619Shares Held
217MCall Options Held
3.14MPut Options Held
633K-
Vanguard Group Inc Valley Forge, PA24.3MShares$1.53 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.43 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA17.7MShares$1.11 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.96MShares$627 Million0.03% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.95MShares$626 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 $22.7B
- 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...