A detailed history of Connecticut Wealth Management, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,369 shares of AMP stock, worth $2.35 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,369
Previous 4,492 2.74%
Holding current value
$2.35 Million
Previous $1.92 Million 6.99%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$391.53 - $469.81 $48,158 - $57,786
-123 Reduced 2.74%
4,369 $2.05 Million
Q2 2024

Aug 13, 2024

BUY
$407.69 - $442.22 $5,299 - $5,748
13 Added 0.29%
4,492 $1.92 Million
Q1 2024

May 01, 2024

BUY
$372.06 - $438.44 $8,557 - $10,084
23 Added 0.52%
4,479 $1.96 Million
Q4 2023

Feb 06, 2024

BUY
$307.14 - $381.62 $956,433 - $1.19 Million
3,114 Added 232.04%
4,456 $1.69 Million
Q3 2023

Oct 19, 2023

BUY
$326.95 - $356.9 $199,439 - $217,709
610 Added 83.33%
1,342 $442,000
Q2 2023

Jul 25, 2023

BUY
$282.02 - $332.16 $206,438 - $243,141
732 New
732 $243,000

Others Institutions Holding AMP

About AMERIPRISE FINANCIAL INC


  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $57.5B
  • Description
  • Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice ...
More about AMP
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.