A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 135 shares of AMP stock, worth $71,544. This represents 0.01% of its overall portfolio holdings.

Number of Shares
135
Previous 135 -0.0%
Holding current value
$71,544
Previous $57,000 10.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$407.69 - $442.22 $3,261 - $3,537
-8 Reduced 5.59%
135 $57,000
Q1 2024

May 15, 2024

BUY
$372.06 - $438.44 $2,976 - $3,507
8 Added 5.93%
143 $62,000
Q4 2023

Feb 06, 2024

BUY
$307.14 - $381.62 $41,463 - $51,518
135 New
135 $51,000

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 $56.5B
  • 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
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.