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Ameriprise Financial shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 521 469.81
2024-06-30 $223k 521 427.19
2024-03-31 $214k 489 438.44
2023-12-31 $186k 489 379.83
2023-09-30 $161k 489 329.68
2023-06-30 $162k 489 332.16

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth 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