Equitable Holdings shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Equitable Holdings
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Quarterly reported holdings in Equitable Holdings by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 4.1k | 50.93 |
| 2025-06-30 | $239k | 4.4k | 54.78 |
| 2025-03-31 | $212k | 4.6k | 46.41 |
| 2024-12-31 | $221k | 4.6k | 48.08 |
| 2024-09-30 | $208k | 4.7k | 44.57 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners