Ameriprise Financial shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $212k | 398 | 532.43 |
| 2024-09-30 | $232k | 494 | 469.81 |
| 2024-06-30 | $211k | 494 | 427.19 |
| 2024-03-31 | $217k | 494 | 438.44 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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