A detailed history of Prosperity Consulting Group, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 19,653 shares of WHG stock, worth $304,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,653
Previous 26,608 26.14%
Holding current value
$304,621
Previous $324,000 13.89%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$12.01 - $14.9 $83,529 - $103,629
-6,955 Reduced 26.14%
19,653 $279,000
Q2 2024

Aug 08, 2024

SELL
$11.93 - $13.35 $202,464 - $226,562
-16,971 Reduced 38.94%
26,608 $324,000
Q1 2024

May 01, 2024

BUY
$11.07 - $12.91 $482,419 - $562,604
43,579 New
43,579 $536,000

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 $130M
  • 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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