Principia Wealth Advisory, LLC Equitable Holdings, Inc. Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 24 shares of EQH stock, worth $1,073. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 8
200.0%
Holding current value
$1,073
Previous $397,000
239.04%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EQH
# of Institutions
620Shares Held
268MCall Options Held
142KPut Options Held
85.3K-
Vanguard Group Inc Valley Forge, PA32.1MShares$1.44 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.3MShares$1.18 Billion0.02% of portfolio
-
Canada Pension Plan Investment Board Toronto Ontario, A617.5MShares$783 Million0.68% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD16.1MShares$721 Million0.09% of portfolio
-
Wellington Management Group LLP Boston, MA12.4MShares$554 Million0.12% of portfolio
About Equitable Holdings, Inc.
- Ticker EQH
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 375,623,008
- Market Cap $16.8B
- 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...