True Wealth Design, LLC Westwood Holdings Group Inc Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 1 shares of WHG stock, worth $16. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$16% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding WHG
# of Institutions
60Shares Held
4.7MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC594KShares$9.79 Million0.02% of portfolio
-
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny444KShares$7.32 Million0.07% of portfolio
-
Settian Capital LP430KShares$7.09 Million5.03% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny402KShares$6.62 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA386KShares$6.37 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 $139M
- 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...