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Ameriprise Financial shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $112k 261 427.19
2024-06-30 $112k 261 427.19
2024-03-31 $114k 261 438.44

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

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