Wealth Plan Investment Management, LLC Carlyle Group Inc. Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding CG
# of Institutions
561Shares Held
201MCall Options Held
1.75MPut Options Held
952K-
Vanguard Group Inc Valley Forge, PA23.3MShares$1.02 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$990 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$874 Million0.13% of portfolio
-
Morgan Stanley New York, NY12.9MShares$560 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$503 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 $15.8B
- 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...