A detailed history of Ifp Advisors, Inc transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 992 shares of WHG stock, worth $15,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
992
Previous 1,290 23.1%
Holding current value
$15,177
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$11.93 - $13.35 $3,555 - $3,978
-298 Reduced 23.1%
992 $12,000
Q1 2024

Jul 30, 2024

BUY
$11.07 - $12.91 $9,608 - $11,205
868 Added 205.69%
1,290 $15,000
Q4 2023

Jan 09, 2024

BUY
$8.97 - $12.57 $3,785 - $5,304
422 New
422 $5,000
Q3 2021

Oct 06, 2021

SELL
$18.93 - $26.87 $0 - $0
0 Closed
0 $0
Q2 2021

Jul 13, 2021

BUY
$15.56 - $22.09 $0 - $0
0 New
0 $0
Q1 2021

Apr 30, 2021

BUY
$11.84 - $18.78 $0 - $0
0 New
0 $0
Q4 2020

Jan 25, 2021

BUY
$9.66 - $15.21 $0 - $0
0 New
0 $0
Q3 2020

Oct 29, 2020

BUY
$11.09 - $15.23 $0 - $0
0 New
0 $0
Q2 2020

Aug 05, 2020

BUY
$14.23 - $25.5 $0 - $0
0 New
0 $0
Q1 2020

May 12, 2020

BUY
$11.05 - $29.8 $0 - $0
0 New
0 $0

Others Institutions Holding WHG

About WESTWOOD HOLDINGS GROUP INC


  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $129M
  • 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...
More about WHG
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