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Ameriprise Financial shares owned by PDS Planning

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 775 438.44
2023-12-31 $284k 747 379.83
2023-09-30 $250k 758 329.68
2023-06-30 $247k 742 332.16

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

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