Ameriprise Financial shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Ameriprise Financial
Tip: Access up to 7 years of quarterly data
All positions including Ameriprise Financial held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ameriprise Financial by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $561k | 1.1k | 491.13 |
| 2025-06-30 | $609k | 1.1k | 533.73 |
| 2024-12-31 | $833k | 1.6k | 532.51 |
| 2024-09-30 | $2.8M | 38k | 73.23 |
| 2024-06-30 | $649k | 1.5k | 427.21 |
| 2024-03-31 | $422k | 1.4k | 311.21 |
| 2023-12-31 | $525 | 1 | 525.00 |
| 2023-09-30 | $408k | 1.2k | 329.83 |
| 2023-03-31 | $380k | 1.2k | 306.20 |
| 2022-12-31 | $422k | 1.4k | 311.21 |
| 2022-09-30 | $325k | 1.3k | 251.74 |
| 2022-06-30 | $309k | 1.3k | 237.69 |
| 2022-03-31 | $374k | 1.2k | 300.40 |
| 2021-12-31 | $288k | 956 | 301.26 |
| 2021-09-30 | $239k | 905 | 264.09 |