Ever Source Wealth Advisors, LLC Westwood Holdings Group Inc Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, 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
4.11MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC594KShares$9.65 Million0.02% of portfolio
-
Settian Capital LP471KShares$7.65 Million5.67% of portfolio
-
Vanguard Group Inc Valley Forge, PA397KShares$6.46 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny389KShares$6.32 Million0.01% of portfolio
-
North Star Investment Management Corp. Chicago, IL367KShares$5.97 Million0.41% of portfolio
About WESTWOOD HOLDINGS GROUP INC
- Ticker WHG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 8,413,220
- Market Cap $137M
- 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...