A detailed history of Avantax Advisory Services, Inc. transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,665 shares of AMP stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,665
Previous 2,579 42.11%
Holding current value
$1.76 Million
Previous $1.25 Million 56.73%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$422.19 - $533.73 $458,498 - $579,630
1,086 Added 42.11%
3,665 $1.96 Million
Q1 2025

May 06, 2025

BUY
$472.29 - $575.13 $74,621 - $90,870
158 Added 6.53%
2,579 $1.25 Million
Q4 2024

Feb 07, 2025

BUY
$473.15 - $574.01 $65,767 - $79,787
139 Added 6.09%
2,421 $1.29 Million
Q3 2024

Nov 13, 2024

BUY
$391.53 - $469.81 $102,189 - $122,620
261 Added 12.91%
2,282 $1.07 Million
Q2 2024

Aug 09, 2024

BUY
$407.69 - $442.22 $823,941 - $893,726
2,021 New
2,021 $863,000
Q1 2023

Apr 28, 2023

BUY
$281.43 - $355.33 $195,030 - $246,243
693 New
693 $212,000

Others Institutions Holding AMP

About AMERIPRISE FINANCIAL INC


  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $51.2B
  • 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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.