A detailed history of Evergreen Wealth Solutions, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 1,538 shares of AMP stock, worth $818,400. This represents 0.49% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,736 11.41%
Holding current value
$818,400
Previous $741,000 2.56%
% of portfolio
0.49%
Previous 0.53%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$391.53 - $469.81 $77,522 - $93,022
-198 Reduced 11.41%
1,538 $722,000
Q2 2024

Aug 14, 2024

SELL
$407.69 - $442.22 $73,791 - $80,041
-181 Reduced 9.44%
1,736 $741,000
Q1 2024

May 15, 2024

SELL
$372.06 - $438.44 $57,669 - $67,958
-155 Reduced 7.48%
1,917 $840,000
Q4 2023

Feb 07, 2024

BUY
$307.14 - $381.62 $1,535 - $1,908
5 Added 0.24%
2,072 $787,000
Q3 2023

Nov 13, 2023

SELL
$326.95 - $356.9 $56,889 - $62,100
-174 Reduced 7.76%
2,067 $681,000
Q2 2023

Aug 11, 2023

BUY
$282.02 - $332.16 $67,684 - $79,718
240 Added 11.99%
2,241 $744,000
Q1 2023

May 12, 2023

SELL
$281.43 - $355.33 $59,663 - $75,329
-212 Reduced 9.58%
2,001 $613,000
Q4 2022

Feb 14, 2023

SELL
$257.84 - $332.52 $29,909 - $38,572
-116 Reduced 4.98%
2,213 $689,000
Q3 2022

Nov 14, 2022

BUY
$223.12 - $291.83 $147,036 - $192,315
659 Added 39.46%
2,329 $587,000
Q2 2022

Aug 15, 2022

BUY
$235.1 - $300.84 $49,841 - $63,778
212 Added 14.54%
1,670 $397,000
Q1 2022

Apr 22, 2022

SELL
$261.39 - $328.58 $36,071 - $45,344
-138 Reduced 8.65%
1,458 $438,000
Q4 2021

Jan 19, 2022

BUY
$264.89 - $310.24 $422,764 - $495,143
1,596 New
1,596 $481,000

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 $56.8B
  • 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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