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Equitable Holdings shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $10k 400 25.00
2022-03-31 $12k 400 30.00
2021-12-31 $13k 400 32.50
2021-09-30 $9.0k 300 30.00
2021-06-30 $9.0k 300 30.00
2019-12-31 $2.0k 100 20.00