Svb Wealth LLC Equitable Holdings, Inc. Transaction History

Svb Wealth LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$35.63 - $41.5 $58,183 - $67,769	-1,633 Reduced 21.18%	6,078 $248,000
Q1 2024 May 15, 2024	SELL	$32.25 - $38.01 $29,025 - $34,209	-900 Reduced 10.45%	7,711 $293,000
Q4 2023 Jan 30, 2024	SELL	$25.21 - $34.46 $96,403 - $131,775	-3,824 Reduced 30.75%	8,611 $286,000
Q3 2023 Oct 23, 2023	BUY	$26.86 - $29.19 $51,463 - $55,928	1,916 Added 18.21%	12,435 $353,000
Q2 2023 Jul 24, 2023	BUY	$22.82 - $27.16 $240,043 - $285,696	10,519 New	10,519 $285,000
Q4 2022 Feb 10, 2023	BUY	$27.24 - $31.97 $318,925 - $374,304	11,708 New	11,708 $336,000
Q4 2021 Feb 15, 2022	SELL	$29.95 - $35.43 $741,082 - $876,679	-24,744 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$28.02 - $32.96 $86,497 - $101,747	-3,087 Reduced 11.09%	24,744 $733,000
Q2 2021 Aug 13, 2021	SELL	$29.43 - $35.11 $676 - $807	-23 Reduced 0.08%	27,831 $848,000
Q1 2021 May 11, 2021	SELL	$24.72 - $32.62 $722,318 - $953,156	-29,220 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$18.5 - $27.12 $132,145 - $193,718	7,143 Added 32.35%	29,220 $748,000
Q3 2020 Nov 10, 2020	BUY	$17.64 - $21.8 $52,143 - $64,440	2,956 Added 15.46%	22,077 $403,000
Q2 2020 Aug 05, 2020	BUY	$13.02 - $23.05 $248,955 - $440,739	19,121 New	19,121 $369,000

531

274M

111K

195K

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $17.5B
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...

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