A detailed history of Wr Wealth Planners, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 562 shares of CG stock, worth $29,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
562
Previous 174 222.99%
Holding current value
$29,420
Previous $6,000 300.0%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$37.24 - $49.74 $14,449 - $19,299
388 Added 222.99%
562 $24,000
Q2 2024

Jul 31, 2024

BUY
$39.05 - $47.85 $3,592 - $4,402
92 Added 112.2%
174 $6,000
Q1 2024

Jul 31, 2024

BUY
$38.45 - $47.62 $3,152 - $3,904
82 New
82 $3,000

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 $18.9B
  • 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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