A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 963 shares of AMP stock, worth $424,297. This represents 0.16% of its overall portfolio holdings.

Number of Shares
963
Previous 2,780 65.36%
Holding current value
$424,297
Previous $865,000 65.9%
% of portfolio
0.16%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$281.43 - $355.33 $511,358 - $645,634
-1,817 Reduced 65.36%
963 $295,000
Q4 2022

Jan 18, 2023

BUY
$257.84 - $332.52 $10,055 - $12,968
39 Added 1.42%
2,780 $0
Q3 2022

Oct 12, 2022

BUY
$223.12 - $291.83 $14,056 - $18,385
63 Added 2.35%
2,741 $691,000
Q2 2022

Jul 18, 2022

SELL
$235.1 - $300.84 $265,898 - $340,250
-1,131 Reduced 29.69%
2,678 $637,000
Q1 2022

Apr 13, 2022

BUY
$261.39 - $328.58 $18,558 - $23,329
71 Added 1.9%
3,809 $1.14 Million
Q4 2021

Jan 19, 2022

BUY
$264.89 - $310.24 $117,346 - $137,436
443 Added 13.44%
3,738 $1.13 Million
Q3 2021

Nov 09, 2021

BUY
$238.11 - $277.6 $217,632 - $253,726
914 Added 38.39%
3,295 $870,000
Q2 2021

Aug 16, 2021

BUY
$235.41 - $265.65 $560,511 - $632,512
2,381 New
2,381 $593,000

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 $47B
  • 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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