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Ameriprise Financial shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $31k 63 492.35

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFE Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
JP Morgan Active Emerging Market Equity (JEMA)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Ameriprise Financial

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Goldman Sachs Group
Nuveen
AQR Capital Management
Norges Bank Investment Management
Robeco Investment Management
FMR
Jpmorgan Chase & Co
Northern Trust
Dimensional Fund Advisors

View all funds holding Ameriprise Financial