Ameriprise Financial Inc Wisdomtree Tr Transaction History

Ameriprise Financial Inc

$381 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$48.63 - $55.69 $1.33 Million - $1.52 Million	-27,286 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$51.6 - $54.8 $3.18 Million - $3.38 Million	-61,630 Reduced 69.31%	27,286 $1.48 Million
Q3 2021 Nov 15, 2021	BUY	$52.87 - $56.39 $3.71 Million - $3.96 Million	70,244 Added 376.2%	88,916 $4.69 Million
Q2 2021 Aug 16, 2021	BUY	$53.08 - $56.66 $991,109 - $1.06 Million	18,672 New	18,672 $1.02 Million
Q1 2021 May 17, 2021	SELL	$50.35 - $53.3 $206,435 - $218,530	-4,100 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $179,088 - $208,690	4,100 New	4,100 $209,000
Q2 2020 Aug 14, 2020	SELL	$37.7 - $47.21 $243,579 - $305,023	-6,461 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$34.55 - $53.86 $46,296 - $72,172	-1,340 Reduced 17.18%	6,461 $255,000
Q4 2019 Feb 14, 2020	BUY	$48.34 - $53.77 $6,670 - $7,420	138 Added 1.8%	7,801 $417,000
Q3 2019 Nov 14, 2019	SELL	$49.49 - $50.65 $105,512 - $107,985	-2,132 Reduced 21.77%	7,663 $381,000
Q2 2019 Aug 14, 2019	BUY	N/A	89 Added 0.92%	9,795 $505,000
Q1 2019 May 15, 2019	SELL	N/A	-1,529 Reduced 13.61%	9,706 $491,000
Q4 2018 Feb 14, 2019	SELL	N/A	-537 Reduced 4.56%	11,235 $524,000
Q3 2018 Nov 14, 2018	BUY	N/A	2,709 Added 29.89%	11,772 $626,000
Q2 2018 Aug 14, 2018	SELL	N/A	-3,888 Reduced 30.02%	9,063 $473,000
Q1 2018 May 15, 2018	SELL	N/A	-2,545 Reduced 16.42%	12,951 $710,000
Q4 2017 Feb 12, 2018	SELL	N/A	-27,477 Reduced 63.94%	15,496 $864,000
Q3 2017 Nov 07, 2017	BUY	N/A	42,973	42,973 $2.34 Million

Others Institutions Holding DWM

# of Institutions

122

Shares Held

5.91M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$59.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40.7 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.4 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.8 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.9 Million
0.0% of portfolio

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