Cassady Schiller Wealth Management’s Equitable Holdings EQH Stock Holding History

Cassady Schiller Wealth Management’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.79K	Buy	+38	New	+$1.75K	﹤0.01%	609

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cassady Schiller Wealth Management's EQH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Equitable Holdings (EQH) in Q4 2024: 38 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

Cassady Schiller Wealth Management held 38 shares of Equitable Holdings worth $1.79K as of Q4 2024.
Equitable Holdings was a new Cassady Schiller Wealth Management position in Q4 2024.
Equitable Holdings made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #609 holding.
532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.