A detailed history of Venturi Wealth Management, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 185 shares of EQH stock, worth $8,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
185
Previous 247 25.1%
Holding current value
$8,615
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

SELL
$37.05 - $43.61 $2,297 - $2,703
-62 Reduced 25.1%
185 $7,000
Q2 2024

Jul 19, 2024

SELL
$35.63 - $41.5 $605 - $705
-17 Reduced 6.44%
247 $10,000
Q1 2024

Apr 23, 2024

BUY
$32.25 - $38.01 $8,514 - $10,034
264 New
264 $10,000

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 $17.5B
  • 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...
More about EQH
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