Ever Source Wealth Advisors, LLC Equitable Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,784 shares of EQH stock, worth $84,240. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,784
Previous 2,904
38.57%
Holding current value
$84,240
Previous $151,000
33.77%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding EQH
# of Institutions
634Shares Held
289MCall Options Held
1.1MPut Options Held
953K-
Vanguard Group Inc Valley Forge, PA33.8MShares$1.6 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.3MShares$1.24 Billion0.02% of portfolio
-
Canada Pension Plan Investment Board Toronto Ontario, A617.6MShares$832 Million0.91% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD16.8MShares$792 Million0.11% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$606 Million0.14% of portfolio
About Equitable Holdings, Inc.
- Ticker EQH
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 375,623,008
- Market Cap $17.7B
- 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...