Kestra Private Wealth Services, LLC Carlyle Group Inc. Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 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 17,364 shares of CG stock, worth $695,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,364
Previous 19,227
9.69%
Holding current value
$695,080
Previous $827,000
5.93%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding CG
# of Institutions
628Shares Held
215MCall Options Held
2.35MPut Options Held
864K-
Vanguard Group Inc Valley Forge, PA23.2MShares$927 Million0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$909 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$792 Million0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$530 Million1.75% of portfolio
-
Morgan Stanley New York, NY11.3MShares$454 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 $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...