Ever Source Wealth Advisors, LLC Carlyle Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,178 shares of CG stock, worth $55,153. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,178
Previous 1,063
10.82%
Holding current value
$55,153
Previous $53,000
3.77%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding CG
# of Institutions
600Shares Held
221MCall Options Held
3.02MPut Options Held
633K-
Vanguard Group Inc Valley Forge, PA24.3MShares$1.14 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.06 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA17.7MShares$830 Million0.13% of portfolio
-
William Blair Investment Management, LLC Chicago, IL12.2MShares$570 Million1.62% of portfolio
-
Morgan Stanley New York, NY9.96MShares$466 Million0.03% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $16.9B
- 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...