Kingswood Wealth Advisors, LLC Carlyle Group Inc. Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,998 shares of CG stock, worth $483,399. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,998
Previous 11,998
-0.0%
Holding current value
$483,399
Previous $488 Million
15.29%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CG
# of Institutions
561Shares Held
203MCall Options Held
2.15MPut Options Held
1.1M-
Black Rock Inc. New York, NY23.4MShares$942 Million0.03% of portfolio
-
Vanguard Group Inc Valley Forge, PA23.3MShares$940 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA20.1MShares$808 Million0.16% of portfolio
-
Morgan Stanley New York, NY13.2MShares$534 Million0.05% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.8MShares$476 Million1.49% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $14.6B
- 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...