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Ameriprise Financial shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $357k 803 444.45
2023-03-31 $8.0k 26 307.62

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View all positions for WealthPlan Investment Management

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