A detailed history of Optimum Investment Advisors transactions in Carlyle Group Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 2,200 shares of CG stock, worth $89,100. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,200
Holding current value
$89,100
% of portfolio
0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$40.03 - $56.96 $88,066 - $125,312
2,200 New
2,200 $95,000
Q2 2023

Aug 03, 2023

BUY
$25.72 - $31.95 $10,288 - $12,780
400 New
400 $12,000

Others Institutions Holding CG

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...
More about CG
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