Ever Source Wealth Advisors, LLC Carlyle Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
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 3,696 shares of CG stock, worth $147,876. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,696
Previous 2,857
29.37%
Holding current value
$147,876
Previous $134,000
29.1%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding CG
# of Institutions
559Shares Held
203MCall Options Held
2.15MPut Options Held
1.1M-
Black Rock Inc. New York, NY23.4MShares$935 Million0.03% of portfolio
-
Vanguard Group Inc Valley Forge, PA23.3MShares$934 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA20.1MShares$802 Million0.16% of portfolio
-
Morgan Stanley New York, NY13.2MShares$530 Million0.05% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.8MShares$473 Million1.49% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $14.5B
- 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...