Kestra Private Wealth Services, LLC Carlyle Group Inc. Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 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 18,781 shares of CG stock, worth $803,638. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,781
Previous 23,446
19.9%
Holding current value
$803,638
Previous $1.1 Million
31.39%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding CG
# of Institutions
561Shares Held
201MCall Options Held
1.75MPut Options Held
952K-
Vanguard Group Inc Valley Forge, PA23.3MShares$999 Million0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$972 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$858 Million0.13% of portfolio
-
Morgan Stanley New York, NY12.9MShares$550 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$494 Million1.26% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $15.5B
- 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...