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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
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 Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

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