Arete Wealth Advisors, LLC Westwood Holdings Group Inc Transaction History
Arete Wealth Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 18,734 shares of WHG stock, worth $226,681. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,734
Previous 16,931
10.65%
Holding current value
$226,681
Previous $212,000
8.49%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding WHG
# of Institutions
48Shares Held
4.71MCall Options Held
100Put Options Held
100-
Allspring Global Investments Holdings, LLC573KShares$6.93 Million0.01% of portfolio
-
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny458KShares$5.54 Million0.06% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny454KShares$5.49 Million0.01% of portfolio
-
Deprince Race & Zollo Inc Winter Park, FL446KShares$5.4 Million0.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA404KShares$4.89 Million0.0% of portfolio
About WESTWOOD HOLDINGS GROUP INC
- Ticker WHG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 8,413,220
- Market Cap $102M
- Description
- Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...