Compass Wealth Management LLC Carlyle Group Inc. Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,215 shares of CG stock, worth $59,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,215
Previous 1,215
-0.0%
Holding current value
$59,401
Previous $52.3 Million
17.26%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CG
# of Institutions
629Shares Held
215MCall Options Held
2.35MPut Options Held
864K-
Vanguard Group Inc Valley Forge, PA23.2MShares$1.13 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.11 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$967 Million0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$648 Million1.75% of portfolio
-
Morgan Stanley New York, NY11.3MShares$555 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 $17.7B
- 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...