Ameriprise Financial shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 1.1k | 491.25 |
| 2025-06-30 | $565k | 1.1k | 533.73 |
| 2025-03-31 | $513k | 1.1k | 484.11 |
| 2024-12-31 | $565k | 1.1k | 532.43 |
| 2024-09-30 | $522k | 1.1k | 469.81 |
| 2024-06-30 | $475k | 1.1k | 427.19 |
| 2024-03-31 | $487k | 1.1k | 438.44 |
| 2023-12-31 | $422k | 1.1k | 379.83 |
| 2023-09-30 | $366k | 1.1k | 329.68 |
| 2023-06-30 | $369k | 1.1k | 332.16 |
| 2023-03-31 | $341k | 1.1k | 306.50 |
| 2022-12-31 | $293k | 942 | 311.04 |
| 2020-12-31 | $75k | 386 | 194.30 |
| 2020-09-30 | $59k | 386 | 152.85 |
| 2020-06-30 | $58k | 386 | 150.26 |
| 2020-03-31 | $40k | 386 | 103.63 |
| 2019-12-31 | $64k | 386 | 165.80 |
| 2019-09-30 | $57k | 386 | 147.67 |
| 2019-06-30 | $56k | 386 | 145.08 |
| 2019-03-31 | $49k | 386 | 126.94 |
| 2018-12-31 | $40k | 386 | 103.63 |
| 2018-09-30 | $57k | 386 | 147.67 |
| 2018-06-30 | $54k | 386 | 139.90 |
| 2018-03-31 | $57k | 386 | 147.67 |
| 2017-12-31 | $65k | 386 | 168.39 |
| 2017-09-30 | $22k | 146 | 150.68 |
| 2017-06-30 | $18k | 146 | 123.29 |
| 2017-03-31 | $19k | 146 | 130.14 |
| 2016-12-31 | $16k | 146 | 109.59 |
| 2016-09-30 | $14k | 146 | 95.89 |
| 2016-06-30 | $13k | 146 | 89.04 |
| 2016-03-31 | $13k | 146 | 89.04 |
| 2015-12-31 | $15k | 146 | 102.74 |
| 2015-09-30 | $15k | 146 | 102.74 |
| 2015-06-30 | $18k | 146 | 123.29 |
| 2015-03-31 | $19k | 146 | 130.84 |
| 2014-12-31 | $19k | 146 | 130.14 |