A detailed history of Integrated Wealth Concepts LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,508 shares of EQH stock, worth $451,059. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,508
Previous 9,527 0.2%
Holding current value
$451,059
Previous $389,000 2.57%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$37.05 - $43.61 $703 - $828
-19 Reduced 0.2%
9,508 $399,000
Q2 2024

Aug 14, 2024

BUY
$35.63 - $41.5 $285 - $332
8 Added 0.08%
9,527 $389,000
Q1 2024

May 15, 2024

BUY
$32.25 - $38.01 $4,031 - $4,751
125 Added 1.33%
9,519 $361,000
Q4 2023

Feb 13, 2024

BUY
$25.21 - $34.46 $731 - $999
29 Added 0.31%
9,394 $312,000
Q3 2023

Nov 15, 2023

BUY
$26.86 - $29.19 $12,140 - $13,193
452 Added 5.07%
9,365 $265,000
Q2 2023

Aug 15, 2023

SELL
$22.82 - $27.16 $5,933 - $7,061
-260 Reduced 2.83%
8,913 $242,000
Q1 2023

May 03, 2023

BUY
$23.46 - $32.88 $1,994 - $2,794
85 Added 0.94%
9,173 $233,000
Q4 2022

Feb 13, 2023

SELL
$27.24 - $31.97 $16,997 - $19,949
-624 Reduced 6.43%
9,088 $261,000
Q3 2022

Nov 14, 2022

SELL
$21.69 - $31.01 $845 - $1,209
-39 Reduced 0.4%
9,712 $256,000
Q2 2022

Aug 08, 2022

BUY
$25.56 - $32.3 $1,252 - $1,582
49 Added 0.51%
9,751 $254,000
Q1 2022

May 12, 2022

SELL
$28.52 - $36.3 $18,110 - $23,050
-635 Reduced 6.14%
9,702 $300,000
Q4 2021

Feb 15, 2022

BUY
$29.95 - $35.43 $13,477 - $15,943
450 Added 4.55%
10,337 $339,000
Q3 2021

Nov 15, 2021

BUY
$28.02 - $32.96 $277,033 - $325,875
9,887 New
9,887 $293,000

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 $17.8B
  • 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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.