A detailed history of Creative Planning transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 12,867 shares of EQH stock, worth $528,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,867
Previous 12,893 0.2%
Holding current value
$528,319
Previous $429,000 13.99%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$32.25 - $38.01 $838 - $988
-26 Reduced 0.2%
12,867 $489,000
Q4 2023

Feb 14, 2024

BUY
$25.21 - $34.46 $113,419 - $155,035
4,499 Added 53.6%
12,893 $429,000
Q3 2023

Nov 16, 2023

BUY
$26.86 - $29.19 $225,462 - $245,020
8,394 New
8,394 $238,000
Q4 2022

Feb 10, 2023

BUY
$27.24 - $31.97 $260,659 - $305,920
9,569 New
9,569 $274,000

Others Institutions Holding EQH

About Equitable Holdings, Inc.


  • Ticker EQH
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 375,623,008
  • Market Cap $15.4B
  • Description
  • Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annu...
More about EQH
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