Svb Wealth LLC Equitable Holdings, Inc. Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 2024

A detailed history of Svb Wealth LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Svb Wealth LLC holds 7,711 shares of EQH stock, worth $316,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,711

Previous 8,611 10.45%

Holding current value

$316,613

Previous $286,000 2.45%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding EQH

# of Institutions

457

Shares Held

293M

Call Options Held

191K

Put Options Held

13.5K

View Full List

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...

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