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Ameriprise Financial shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $453k 1.0k 444.40

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust State Street Spd (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Internatnal Val (DFIV)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Spdr Series Trust State Street Spd (SPYV)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Laurel Wealth Planning

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Nuveen
AQR Capital Management
Goldman Sachs Group
Northern Trust
UBS Group
Robeco Investment Management
FMR

View all funds holding Ameriprise Financial