Ameriprise Financial shares owned by Charter Trust
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 449 | 491.25 |
| 2025-06-30 | $244k | 457 | 533.73 |
| 2025-03-31 | $221k | 457 | 484.11 |
| 2024-12-31 | $239k | 449 | 532.43 |
| 2024-09-30 | $211k | 449 | 469.81 |
| 2017-12-31 | $397k | 2.3k | 169.64 |
| 2017-09-30 | $222k | 1.5k | 148.49 |
| 2017-06-30 | $231k | 1.8k | 127.64 |
| 2017-03-31 | $317k | 2.4k | 129.77 |