A detailed history of True Wealth Design, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 544 shares of EQH stock, worth $26,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
544
Previous 561 3.03%
Holding current value
$26,873
Previous $31.5 Million 12.23%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$50.09 - $55.88 $851 - $949
-17 Reduced 3.03%
544 $27.6 Million
Q2 2025

Aug 06, 2025

BUY
$43.98 - $56.1 $21,110 - $26,928
480 Added 592.59%
561 $31.5 Million
Q1 2025

May 13, 2025

BUY
$47.64 - $55.68 $3,191 - $3,730
67 Added 478.57%
81 $4.22 Million
Q4 2024

Feb 14, 2025

BUY
$41.59 - $50.4 $582 - $705
14 New
14 $661,000

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 $18.6B
  • 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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