Ep Wealth Advisors, LLC Ameriprise Financial Inc Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,619 shares of AMP stock, worth $699,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,619
Previous 1,648 1.76%
Holding current value
$699,650
Previous $625,000 13.44%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$372.06 - $438.44 $10,789 - $12,714
-29 Reduced 1.76%
1,619 $709,000
Q4 2023

Feb 28, 2024
BUY
$307.14 - $381.62 $29,178 - $36,253
95 Added 6.12%
1,648 $625,000
Q3 2023

Nov 22, 2023
BUY
$326.95 - $356.9 $39,234 - $42,828
120 Added 8.37%
1,553 $511,000
Q1 2023

Jun 05, 2023
BUY
$281.43 - $355.33 $403,289 - $509,187
1,433 New
1,433 $439,000
Q4 2022

Jun 12, 2023
SELL
$257.84 - $332.52 $14,696 - $18,953
-57 Reduced 3.98%
1,376 $428,000
Q2 2022

Aug 11, 2022
BUY
$235.1 - $300.84 $106,970 - $136,882
455 Added 26.41%
2,178 $518,000
Q1 2022

May 20, 2022
SELL
$261.39 - $328.58 $31,628 - $39,758
-121 Reduced 6.56%
1,723 $518,000
Q4 2021

Feb 17, 2022
BUY
$264.89 - $310.24 $72,314 - $84,695
273 Added 17.38%
1,844 $556,000
Q3 2021

Nov 23, 2021
SELL
$238.11 - $277.6 $1.01 Million - $1.18 Million
-4,262 Reduced 73.07%
1,571 $415,000
Q3 2021

Nov 16, 2021
BUY
$238.11 - $277.6 $1.03 Million - $1.2 Million
4,305 Added 281.74%
5,833 $415,000
Q2 2021

Aug 24, 2021
BUY
$235.41 - $265.65 $30,603 - $34,534
130 Added 9.3%
1,528 $380,000
Q1 2021

May 17, 2021
BUY
$187.01 - $232.8 $20,758 - $25,840
111 Added 8.62%
1,398 $325,000
Q4 2020

Feb 18, 2021
BUY
$155.31 - $196.28 $199,883 - $252,612
1,287 New
1,287 $250,000
Q1 2020

May 18, 2020
SELL
$82.88 - $179.72 $132,608 - $287,552
-1,600 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$129.21 - $168.43 $11,241 - $14,653
87 Added 5.75%
1,600 $267,000
Q3 2019

Nov 18, 2019
BUY
$122.4 - $151.47 $185,191 - $229,174
1,513 New
1,513 $223,000
Q4 2018

Feb 19, 2019
SELL
$97.58 - $151.97 $162,373 - $252,878
-1,664 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
$136.27 - $149.99 $226,753 - $249,583
1,664 New
1,664 $246,000

Others Institutions Holding AMP

# of Institutions
1,315
Shares Held
81.1M
Call Options Held
226K
Put Options Held
188K
View Full List

About AMERIPRISE FINANCIAL INC

AMP Quotes by TradingView
  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $46.1B
  • 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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