A detailed history of Heritage Wealth Advisors transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 254 shares of AMP stock, worth $145,265. This represents 0.01% of its overall portfolio holdings.

Number of Shares
254
Previous 240 5.83%
Holding current value
$145,265
Previous $102,000 16.67%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$391.53 - $469.81 $5,481 - $6,577
14 Added 5.83%
254 $119,000
Q1 2024

May 08, 2024

SELL
$372.06 - $438.44 $3,348 - $3,945
-9 Reduced 3.61%
240 $105,000
Q4 2023

Feb 09, 2024

BUY
$307.14 - $381.62 $2,764 - $3,434
9 Added 3.75%
249 $94,000
Q2 2023

Aug 09, 2023

SELL
$282.02 - $332.16 $1,410 - $1,660
-5 Reduced 2.04%
240 $79,000
Q1 2023

May 04, 2023

BUY
$281.43 - $355.33 $1,407 - $1,776
5 Added 2.08%
245 $75,000
Q2 2022

Aug 04, 2022

BUY
$235.1 - $300.84 $56,424 - $72,201
240 New
240 $57,000
Q1 2020

May 05, 2020

SELL
$82.88 - $179.72 $663 - $1,437
-8 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$129.21 - $168.43 $1,033 - $1,347
8 New
8 $1,000

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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