Ameriprise Financial shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 491.26 |
| 2025-06-30 | $2.2M | 4.1k | 533.74 |
| 2025-03-31 | $2.0M | 4.2k | 484.12 |
| 2024-12-31 | $2.2M | 4.2k | 532.44 |
| 2024-09-30 | $2.0M | 4.3k | 469.82 |
| 2024-06-30 | $1.8M | 4.3k | 427.20 |
| 2024-03-31 | $2.0M | 4.6k | 438.45 |
| 2023-12-31 | $1.8M | 4.7k | 379.84 |
| 2023-09-30 | $1.6M | 4.7k | 329.68 |
| 2023-06-30 | $1.6M | 4.7k | 332.16 |
| 2023-03-31 | $1.5M | 4.8k | 306.50 |
| 2022-12-31 | $1.6M | 5.1k | 311.37 |
| 2022-09-30 | $1.3M | 5.4k | 251.91 |
| 2022-06-30 | $1.3M | 5.4k | 237.72 |
| 2022-03-31 | $1.6M | 5.4k | 300.28 |
| 2021-12-31 | $1.7M | 5.5k | 301.59 |
| 2021-09-30 | $1.5M | 5.5k | 264.12 |
| 2021-06-30 | $1.4M | 5.6k | 248.93 |
| 2021-03-31 | $1.3M | 5.6k | 232.40 |
| 2020-12-31 | $1.1M | 5.7k | 194.40 |