Ameriprise Financial shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Ameriprise Financial
Tip: Access up to 7 years of quarterly data
All positions including Ameriprise Financial held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ameriprise Financial by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.0k | 491.29 |
| 2025-06-30 | $1.1M | 2.0k | 533.73 |
| 2025-03-31 | $966k | 2.0k | 484.11 |
| 2024-12-31 | $1.1M | 2.0k | 532.43 |
| 2024-09-30 | $909k | 1.9k | 469.81 |
| 2024-06-30 | $827k | 1.9k | 427.19 |
| 2024-03-31 | $848k | 1.9k | 438.44 |