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Ameriprise Financial shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 838 491.25
2025-06-30 $444k 831 533.73
2025-03-31 $400k 826 484.11
2024-12-31 $433k 814 532.43