Principia Wealth Advisory, LLC Carlyle Group Inc. Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 34 shares of CG stock, worth $1,813. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 15
126.67%
Holding current value
$1,813
Previous $593,000
194.77%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CG
# of Institutions
720Shares Held
221MCall Options Held
3.56MPut Options Held
1.64M-
Vanguard Group Inc Valley Forge, PA25.4MShares$1.36 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.21 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.07 Billion0.18% of portfolio
-
Harris Associates L P Chicago, IL10.9MShares$583 Million1.13% of portfolio
-
Morgan Stanley New York, NY10.1MShares$539 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 $19.3B
- 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...