Wealthspire Advisors, LLC Ameriprise Financial Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,360 shares of AMP stock, worth $737,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,360

Previous 1,187 14.57%

Holding current value

$737,650

Previous $507,000 25.84%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$391.53 - $469.81 $67,734 - $81,277	173 Added 14.57%	1,360 $638,000
Q2 2024 Aug 08, 2024	SELL	$407.69 - $442.22 $1,223 - $1,326	-3 Reduced 0.25%	1,187 $507,000
Q1 2024 May 06, 2024	SELL	$372.06 - $438.44 $52,460 - $61,820	-141 Reduced 10.59%	1,190 $521,000
Q4 2023 Feb 06, 2024	BUY	$307.14 - $381.62 $87,227 - $108,380	284 Added 27.13%	1,331 $505,000
Q3 2023 Nov 06, 2023	BUY	$326.95 - $356.9 $46,099 - $50,322	141 Added 15.56%	1,047 $345,000
Q2 2023 Jul 31, 2023	SELL	$282.02 - $332.16 $3,666 - $4,318	-13 Reduced 1.41%	906 $300,000
Q1 2023 May 09, 2023	SELL	$281.43 - $355.33 $93,997 - $118,680	-334 Reduced 26.66%	919 $281,000
Q4 2022 Feb 13, 2023	BUY	$257.84 - $332.52 $108,034 - $139,325	419 Added 50.24%	1,253 $390,000
Q3 2022 Nov 14, 2022	BUY	$223.12 - $291.83 $186,082 - $243,386	834 New	834 $210,000
Q1 2022 May 09, 2022	SELL	$261.39 - $328.58 $315,759 - $396,924	-1,208 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$264.89 - $310.24 $98,274 - $115,099	371 Added 44.32%	1,208 $364,000
Q3 2021 Nov 15, 2021	BUY	$238.11 - $277.6 $199,298 - $232,351	837 New	837 $221,000
Q2 2021 Aug 13, 2021	SELL	$235.41 - $265.65 $480,236 - $541,926	-2,040 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$187.01 - $232.8 $51,988 - $64,718	278 Added 15.78%	2,040 $474,000
Q4 2020 Feb 16, 2021	BUY	$155.31 - $196.28 $273,656 - $345,845	1,762 New	1,762 $342,000
Q2 2020 Aug 14, 2020	SELL	$90.32 - $162.7 $263,373 - $474,433	-2,916 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$82.88 - $179.72 $241,678 - $524,063	2,916 New	2,916 $299,000
Q1 2019 May 08, 2019	SELL	$105.1 - $134.89 $12,612 - $16,186	-120 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$97.58 - $151.97 $11,709 - $18,236	120 New	120 $13,000

Others Institutions Holding AMP

# of Institutions

1,367

Shares Held

80.2M

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 $57.9B
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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Wealthspire Advisors, LLC Ameriprise Financial Inc Transaction History