Helfert Adrian (CIK 0001932834)

Latest company ownership

Role: CIO, Multi-Asset Inv.
Shares held
173,523
Last filed at
Feb 25, 2025
Confidence Score
50.5
2025Q4
Confidence Score History
2023Q1 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Feb 21, 2025 Feb 25, 2025 WESTWOOD HOLDINGS GROUP INC CIO, Multi-Asset Inv. Sell 95.0 +17,019 10.87% $220.2K
Feb 23, 2024 Feb 27, 2024 WESTWOOD HOLDINGS GROUP INC CIO, Multi-Asset Inv. Sell 95.0 +30,056 23.77% $139.3K
Feb 23, 2023 Feb 27, 2023 WESTWOOD HOLDINGS GROUP INC CIO, Multi-Asset Inv. Sell 95.0 +32,172 34.13% $103K