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Ameriprise Financial shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Ameriprise Financial

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All positions including Ameriprise Financial held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 543 469.81
2024-06-30 $232k 543 427.26
2024-03-31 $238k 543 438.31
2023-12-31 $245k 645 379.85

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Global Reit Etf (REET)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Heritage Investment Group

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Ubs Global Asset Management Americas
Robeco Investment Management
Nuveen Asset Management
UBS Group
Dimensional Fund Advisors
Northern Trust
FMR
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft

View all funds holding Ameriprise Financial