Soa Wealth Advisors, Llc. Ameriprise Financial Inc Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 9,893 shares of AMP stock, worth $5.33 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

9,893

Previous 9,893 -0.0%

Holding current value

$5.33 Million

Previous $4.65 Million -0.0%

% of portfolio

0.9%

Previous 0.9%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$391.53 - $469.81 $2,349 - $2,818	6 Added 0.06%	9,893 $4.65 Million
Q2 2024 Jul 17, 2024	SELL	$407.69 - $442.22 $17,938 - $19,457	-44 Reduced 0.44%	9,887 $4.22 Million
Q1 2024 Apr 10, 2024	BUY	$372.06 - $438.44 $63,994 - $75,411	172 Added 1.76%	9,931 $4.35 Million
Q4 2023 Jan 10, 2024	SELL	$307.14 - $381.62 $51,599 - $64,112	-168 Reduced 1.69%	9,759 $3.71 Million
Q3 2023 Oct 10, 2023	BUY	$326.95 - $356.9 $2,615 - $2,855	8 Added 0.08%	9,927 $3.27 Million
Q2 2023 Jul 07, 2023	SELL	$282.02 - $332.16 $1,128 - $1,328	-4 Reduced 0.04%	9,919 $3.29 Million
Q1 2023 Apr 28, 2023	BUY	$281.43 - $355.33 $48,405 - $61,116	172 Added 1.76%	9,923 $3.04 Million
Q4 2022 Jan 10, 2023	BUY	$257.84 - $332.52 $2,062 - $2,660	8 Added 0.08%	9,751 $0
Q3 2022 Oct 07, 2022	BUY	$223.12 - $291.83 $4,462 - $5,836	20 Added 0.21%	9,743 $2.45 Million
Q2 2022 Jul 13, 2022	BUY	$235.1 - $300.84 $369,577 - $472,920	1,572 Added 19.29%	9,723 $2.31 Million
Q1 2022 Apr 07, 2022	SELL	$261.39 - $328.58 $40,776 - $51,258	-156 Reduced 1.88%	8,151 $2.45 Million
Q4 2021 Jan 13, 2022	SELL	$264.89 - $310.24 $69,136 - $80,972	-261 Reduced 3.05%	8,307 $2.51 Million
Q3 2021 Oct 12, 2021	BUY	$238.11 - $277.6 $124,293 - $144,907	522 Added 6.49%	8,568 $2.26 Million
Q2 2021 Jul 14, 2021	BUY	$235.41 - $265.65 $363,708 - $410,429	1,545 Added 23.77%	8,046 $2 Million
Q1 2021 Apr 26, 2021	BUY	$187.01 - $232.8 $1,309 - $1,629	7 Added 0.11%	6,501 $1.51 Million
Q4 2020 Mar 10, 2021	BUY	$155.31 - $196.28 $1.01 Million - $1.27 Million	6,494 New	6,494 $1.4 Million

Others Institutions Holding AMP

# of Institutions

1,367

Shares Held

80.1M

Call Options Held

168K

Put Options Held

247K

View Full List

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 ...

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Soa Wealth Advisors, Llc. Ameriprise Financial Inc Transaction History