Evoke Wealth, LLC Ameriprise Financial Inc Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Evoke Wealth, LLC holds 438 shares of AMP stock, worth $246,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares

438

Holding current value

$246,848

% of portfolio

0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$391.53 - $469.81 $171,490 - $205,776	438 New	438 $206 Million
Q4 2023 Feb 12, 2024	SELL	$307.14 - $381.62 $21,499 - $26,713	-70 Reduced 10.74%	582 $221,000
Q3 2023 Nov 13, 2023	BUY	$326.95 - $356.9 $10,789 - $11,777	33 Added 5.33%	652 $214,000
Q2 2023 Aug 09, 2023	BUY	$282.02 - $332.16 $174,570 - $205,607	619 New	619 $205,000
Q3 2022 Nov 07, 2022	SELL	$223.12 - $291.83 $1,561 - $2,042	-7 Reduced 5.56%	119 $30,000
Q2 2022 Aug 04, 2022	BUY	$235.1 - $300.84 $2,351 - $3,008	10 Added 8.62%	126 $30,000
Q1 2022 May 10, 2022	BUY	$261.39 - $328.58 $2,613 - $3,285	10 Added 9.43%	116 $35,000
Q2 2021 Aug 05, 2021	SELL	$235.41 - $265.65 $706 - $796	-3 Reduced 2.75%	106 $26,000
Q4 2020 Feb 12, 2021	SELL	$155.31 - $196.28 $58,396 - $73,801	-376 Reduced 77.53%	109 $21,000
Q3 2020 Nov 13, 2020	SELL	$143.29 - $162.55 $1,862 - $2,113	-13 Reduced 2.61%	485 $75,000
Q2 2020 Aug 10, 2020	BUY	$90.32 - $162.7 $35,676 - $64,266	395 Added 383.5%	498 $75,000
Q1 2020 May 07, 2020	SELL	$82.88 - $179.72 $19,476 - $42,234	-235 Reduced 69.53%	103 $10.6 Million
Q4 2019 Feb 07, 2020	BUY	$129.21 - $168.43 $18,089 - $23,580	140 Added 70.71%	338 $56.3 Million
Q3 2019 Nov 12, 2019	BUY	$122.4 - $151.47 $24,235 - $29,991	198 New	198 $29.1 Million

Others Institutions Holding AMP

# of Institutions

1,389

Shares Held

80.7M

Call Options Held

168K

Put Options Held

247K

Vanguard Group Inc Valley Forge, PA

12.5M
Shares

$7.06 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

8.59M
Shares

$4.84 Billion
0.08% of portfolio
State Street Corp Boston, MA

4.45M
Shares

$2.51 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

4.29M
Shares

$2.42 Billion
0.16% of portfolio
Aristotle Capital Management, LLC Los Angeles, CA

3.32M
Shares

$1.87 Billion
3.02% of portfolio

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $60.1B
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 ...

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