Ever Source Wealth Advisors, LLC Carlyle Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 392 shares of CG stock, worth $20,297. This represents 0.0% of its overall portfolio holdings.
Number of Shares
392
Previous 425
7.76%
Holding current value
$20,297
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding CG
# of Institutions
577Shares Held
205MCall Options Held
2.15MPut Options Held
759K-
Vanguard Group Inc Valley Forge, PA23MShares$1.19 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.18 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.7MShares$1.02 Billion0.14% of portfolio
-
Morgan Stanley New York, NY12.7MShares$656 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$594 Million1.27% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $18.7B
- 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...