Ownership

Adrian Helfert - Insider Trading & Ownership

Entity: Individual
Location: 200 Crescent Court, Suite 1200, Dallas, TX
Summary: The estimated net worth of Adrian Helfert is at least $2.85M dollars as of February 25, 2025. Adrian Helfert is the CIO, Multi-Asset Inv. of WESTWOOD HOLDINGS GROUP INC and owns shares of WESTWOOD HOLDINGS GROUP INC (WHG) stock worth about $2.85M.
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Ownership of Adrian Helfert

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
WHG	WESTWOOD HOLDINGS GROUP INC	CIO, Multi-Asset Inv.	$2.85M			Feb 21, 2025

Insider Transactions Reported by Adrian Helfert:

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.