Ameriprise Financial shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.1k | 491.25 |
| 2025-06-30 | $1.1M | 2.1k | 533.73 |
| 2025-03-31 | $1.0M | 2.1k | 484.11 |
| 2024-12-31 | $1.2M | 2.2k | 532.43 |
| 2024-09-30 | $1.0M | 2.2k | 480.55 |
| 2024-06-30 | $809k | 2.0k | 410.89 |
| 2024-03-31 | $779k | 1.9k | 412.63 |
| 2023-12-31 | $707k | 1.9k | 379.83 |