Personal Cfo Solutions, LLC Ameriprise Financial Inc Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,039 shares of AMP stock, worth $898,791. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,039
Previous 2,228 8.48%
Holding current value
$898,791
Previous $1.08 Million 7.14%
% of portfolio
0.18%
Previous 0.22%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$486.13 - $544.55 $91,878 - $102,919
-189 Reduced 8.48%
2,039 $1 Million
Q1 2025

Apr 30, 2025
SELL
$472.29 - $575.13 $4,722 - $5,751
-10 Reduced 0.45%
2,228 $1.08 Million
Q4 2024

Feb 07, 2025
SELL
$473.15 - $574.01 $241,306 - $292,745
-510 Reduced 18.56%
2,238 $1.19 Million
Q3 2024

Nov 14, 2024
BUY
$391.53 - $469.81 $19,184 - $23,020
49 Added 1.82%
2,748 $1.29 Million
Q2 2024

Aug 09, 2024
BUY
$407.69 - $442.22 $15,084 - $16,362
37 Added 1.39%
2,699 $1.15 Million
Q1 2024

May 13, 2024
BUY
$372.06 - $438.44 $3,348 - $3,945
9 Added 0.34%
2,662 $1.17 Million
Q4 2023

Feb 13, 2024
SELL
$307.14 - $381.62 $1,535 - $1,908
-5 Reduced 0.19%
2,653 $1.01 Million
Q3 2023

Nov 13, 2023
SELL
$326.95 - $356.9 $23,540 - $25,696
-72 Reduced 2.64%
2,658 $876,000
Q2 2023

Aug 10, 2023
BUY
$282.02 - $332.16 $11,280 - $13,286
40 Added 1.49%
2,730 $906,000
Q1 2023

May 09, 2023
SELL
$281.43 - $355.33 $21,951 - $27,715
-78 Reduced 2.82%
2,690 $824,000
Q4 2022

Feb 14, 2023
SELL
$257.84 - $332.52 $32,487 - $41,897
-126 Reduced 4.35%
2,768 $861,000
Q3 2022

Nov 01, 2022
BUY
$223.12 - $291.83 $53,325 - $69,747
239 Added 9.0%
2,894 $729,000
Q2 2022

Aug 05, 2022
SELL
$235.1 - $300.84 $75,937 - $97,171
-323 Reduced 10.85%
2,655 $631,000
Q1 2022

May 02, 2022
BUY
$261.39 - $328.58 $66,131 - $83,130
253 Added 9.28%
2,978 $894,000
Q4 2021

Feb 11, 2022
BUY
$264.89 - $310.24 $452,167 - $529,579
1,707 Added 167.68%
2,725 $822,000
Q3 2021

Nov 18, 2021
SELL
$238.11 - $277.6 $47,622 - $55,520
-200 Reduced 16.42%
1,018 $269,000
Q2 2021

Jul 22, 2021
SELL
$235.41 - $265.65 $24,011 - $27,096
-102 Reduced 7.73%
1,218 $303,000
Q1 2021

Apr 21, 2021
BUY
$187.01 - $232.8 $246,853 - $307,296
1,320 New
1,320 $307,000

Others Institutions Holding AMP

# of Institutions
1,537
Shares Held
80.4M
Call Options Held
136K
Put Options Held
192K
View Full List

About AMERIPRISE FINANCIAL INC

AMP Quotes by TradingView
  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $47B
  • 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
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