A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 378 shares of AMP stock, worth $216,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
378
Previous 386 2.07%
Holding current value
$216,181
Previous $118,000 5.93%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$282.02 - $332.16 $2,256 - $2,657
-8 Reduced 2.07%
378 $125,000
Q4 2022

Jan 31, 2023

SELL
$257.84 - $332.52 $515 - $665
-2 Reduced 0.52%
386 $120,000
Q3 2022

Oct 24, 2022

SELL
$223.12 - $291.83 $4,908 - $6,420
-22 Reduced 5.37%
388 $98,000
Q1 2021

May 11, 2021

SELL
$187.01 - $232.8 $935 - $1,164
-5 Reduced 1.2%
410 $95,000
Q4 2020

Feb 04, 2021

BUY
$155.31 - $196.28 $3,416 - $4,318
22 Added 5.6%
415 $81,000
Q1 2020

Apr 24, 2020

BUY
$82.88 - $179.72 $13,509 - $29,294
163 Added 70.87%
393 $40,000
Q4 2019

Feb 10, 2020

BUY
$129.21 - $168.43 $2,196 - $2,863
17 Added 7.98%
230 $38,000
Q2 2018

Jul 23, 2018

BUY
$131.49 - $148.75 $28,007 - $31,683
213 New
213 $30,000

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 $61B
  • 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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