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Ameriprise Financial shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $229k 604 379.83
2023-06-30 $201k 604 332.16
2022-06-30 $64k 271 236.16
2022-03-31 $99k 331 299.09
2021-12-31 $100k 331 302.11
2021-09-30 $64k 244 262.30
2021-06-30 $61k 244 250.00
2021-03-31 $57k 244 233.61
2020-12-31 $47k 244 192.62

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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