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Ameriprise Financial shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 4.5k 438.47
2023-12-31 $1.7M 4.5k 379.84
2023-09-30 $442k 1.3k 329.68
2023-06-30 $243k 732 332.16

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Ameriprise Financial

Vanguard Group
Jpmorgan Chase & Co
Viking Global Investors
Ubs Global Asset Management Americas
Robeco Investment Management
UBS Group
Norges Bank Investment Management
Bank of New York Mellon
Dimensional Fund Advisors
Royal Bank of Canada
LSV Asset Management
Legal & General Group
Goldman Sachs Group
Bank of America Corporation
Beutel, Goodman & Company

View all funds holding Ameriprise Financial