White Knight Strategic Wealth Advisors, LLC Ameriprise Financial Inc Transaction History

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$372.06 - $438.44 $4,092 - $4,822	-11 Reduced 1.74%	621 $272,000
Q4 2023 Feb 13, 2024	SELL	$307.14 - $381.62 $30,714 - $38,162	-100 Reduced 13.66%	632 $240,000
Q3 2023 Nov 14, 2023	SELL	$326.95 - $356.9 $124,894 - $136,335	-382 Reduced 34.29%	732 $241,000
Q1 2023 May 15, 2023	SELL	$281.43 - $355.33 $53,471 - $67,512	-190 Reduced 14.57%	1,114 $341,000
Q4 2022 Feb 14, 2023	BUY	$257.84 - $332.52 $257 - $332	1 Added 0.08%	1,304 $406,000
Q3 2022 Nov 14, 2022	BUY	$223.12 - $291.83 $33,468 - $43,774	150 Added 13.01%	1,303 $328,000
Q2 2022 Aug 15, 2022	BUY	$235.1 - $300.84 $271,070 - $346,868	1,153 New	1,153 $274,000

Others Institutions Holding AMP

# of Institutions

1,367

Shares Held

80.1M

Call Options Held

168K

Put Options Held

247K

Vanguard Group Inc Valley Forge, PA

12.5M
Shares

$6.74 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

8.59M
Shares

$4.63 Billion
0.08% of portfolio
State Street Corp Boston, MA

4.45M
Shares

$2.4 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

4.28M
Shares

$2.31 Billion
0.16% of portfolio
Aristotle Capital Management, LLC Los Angeles, CA

3.32M
Shares

$1.79 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 $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

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