A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,506 shares of EQH stock, worth $349,554. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,506
Previous 6,336 18.47%
Holding current value
$349,554
Previous $258,000 22.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$37.05 - $43.61 $43,348 - $51,023
1,170 Added 18.47%
7,506 $315,000
Q2 2024

Jul 16, 2024

BUY
$35.63 - $41.5 $7,981 - $9,296
224 Added 3.66%
6,336 $258,000
Q1 2024

Apr 15, 2024

BUY
$32.25 - $38.01 $197,112 - $232,317
6,112 New
6,112 $232,000

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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.