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Ameriprise Financial shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 40 491.25
2025-06-30 $21k 40 533.73
2025-03-31 $19k 40 484.10
2024-12-31 $21k 40 532.43

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Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Northern Trust
Robeco Investment Management
Goldman Sachs Group
UBS Group
Dimensional Fund Advisors
Nuveen
Ubs Global Asset Management Americas
Federated Investors

View all funds holding Ameriprise Financial