Whalen Wealth Management Inc. Carlyle Group Inc. Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 16,704 shares of CG stock, worth $849,732. This represents 0.51% of its overall portfolio holdings.
Number of Shares
16,704Holding current value
$849,732% of portfolio
0.51%Shares
2 transactions
Others Institutions Holding CG
# of Institutions
576Shares Held
205MCall Options Held
2.15MPut Options Held
759K-
Vanguard Group Inc Valley Forge, PA23MShares$1.17 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.16 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.7MShares$1 Billion0.14% of portfolio
-
Morgan Stanley New York, NY12.7MShares$645 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$584 Million1.27% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $18.4B
- 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...