Kestra Private Wealth Services, LLC Carlyle Group Inc. Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 19,227 shares of CG stock, worth $970,194. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,227
Previous 18,781
2.37%
Holding current value
$970,194
Previous $754,000
9.68%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding CG
# of Institutions
574Shares Held
205MCall Options Held
2.15MPut Options Held
759K-
Vanguard Group Inc Valley Forge, PA23MShares$1.16 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.15 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.7MShares$995 Million0.14% of portfolio
-
Morgan Stanley New York, NY12.7MShares$639 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$579 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 $18.2B
- 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...