Mission Wealth Management, LP Carlyle Group Inc. Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Carlyle Group Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 5,124 shares of CG stock, worth $223,150. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,124
Previous 5,014
2.19%
Holding current value
$223,150
Previous $215,000
20.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CG
# of Institutions
628Shares Held
215MCall Options Held
2.35MPut Options Held
864K-
Vanguard Group Inc Valley Forge, PA23.2MShares$1.01 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$989 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$861 Million0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$577 Million1.75% of portfolio
-
Morgan Stanley New York, NY11.3MShares$494 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 $15.7B
- 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...