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

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Quarterly reported holdings in Ameriprise Financial by Charter Trust

Quarter filed Position value Share count Share price at filing
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