Wellington Wealth Strategies »

Ameriprise Financial shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ameriprise Financial by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 690 379.83
2020-12-31 $262k 690 379.83

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Viking Global Investors
Robeco Investment Management
Ubs Global Asset Management Americas
Nuveen Asset Management
UBS Group
FMR
Northern Trust
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Ameriprise Financial