Wealth Enhancement Advisory Services, LLC Carlyle Group Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,929 shares of CG stock, worth $399,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,929
Previous 5,318
105.51%
Holding current value
$399,892
Previous $268,000
77.61%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding CG
# of Institutions
629Shares Held
216MCall Options Held
2.35MPut Options Held
864K-
Vanguard Group Inc Valley Forge, PA23.2MShares$847 Million0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$831 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$724 Million0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$485 Million1.75% of portfolio
-
Morgan Stanley New York, NY11.3MShares$415 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 $13.2B
- 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...