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Ameriprise Financial shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 559 469.81
2024-06-30 $241k 565 427.19
2024-03-31 $231k 526 438.44
2023-12-31 $202k 532 379.83
2022-03-31 $221k 737 299.86
2021-12-31 $214k 708 302.26

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Robeco Investment Management
Nuveen Asset Management
Dimensional Fund Advisors
Goldman Sachs Group
Northern Trust
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon

View all funds holding Ameriprise Financial