Ever Source Wealth Advisors, LLC Carlyle Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 1,063 shares of CG stock, worth $41,233. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,063
Previous 392
171.17%
Holding current value
$41,233
Previous $16,000
231.25%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding CG
# of Institutions
624Shares Held
216MCall Options Held
2.35MPut Options Held
864K-
Vanguard Group Inc Valley Forge, PA23.2MShares$898 Million0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$881 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$767 Million0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$514 Million1.75% of portfolio
-
Morgan Stanley New York, NY11.3MShares$440 Million0.04% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $14B
- 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...