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Ameriprise Financial shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 848 469.94
2024-03-31 $354k 817 433.55

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Robeco Investment Management
Nuveen Asset Management
Dimensional Fund Advisors
Goldman Sachs Group
Northern Trust
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon

View all funds holding Ameriprise Financial