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Ameriprise Financial shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $479k 1.0k 469.81
2024-06-30 $436k 1.0k 427.19
2024-03-31 $447k 1.0k 438.44
2023-12-31 $387k 1.0k 379.83

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling 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