Ropes Wealth Advisors LLC Ameriprise Financial Inc Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,885 shares of AMP stock, worth $883,348. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,885

Previous 4,041 53.35%

Holding current value

$883,348

Previous $1.34 Million 53.73%

% of portfolio

0.12%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$326.95 - $356.9 $704,904 - $769,476	-2,156 Reduced 53.35%	1,885 $621,000
Q2 2023 Aug 07, 2023	BUY	$282.02 - $332.16 $283,430 - $333,820	1,005 Added 33.1%	4,041 $1.34 Million
Q1 2023 May 08, 2023	BUY	$281.43 - $355.33 $19,700 - $24,873	70 Added 2.36%	3,036 $930,000
Q4 2022 Feb 06, 2023	BUY	$257.84 - $332.52 $135,108 - $174,240	524 Added 21.46%	2,966 $923,000
Q3 2022 Nov 01, 2022	BUY	$223.12 - $291.83 $52,210 - $68,288	234 Added 10.6%	2,442 $615,000
Q3 2021 Nov 05, 2021	SELL	$238.11 - $277.6 $1,190 - $1,388	-5 Reduced 0.23%	2,208 $583,000
Q1 2021 May 12, 2021	SELL	$187.01 - $232.8 $34,596 - $43,068	-185 Reduced 7.71%	2,213 $571,000
Q4 2020 Feb 05, 2021	BUY	$155.31 - $196.28 $285,925 - $361,351	1,841 Added 330.52%	2,398 $466,000
Q1 2020 Apr 24, 2020	SELL	$82.88 - $179.72 $97,549 - $211,530	-1,177 Reduced 67.88%	557 $57,000
Q4 2019 Feb 05, 2020	BUY	$129.21 - $168.43 $22,611 - $29,475	175 Added 11.23%	1,734 $289,000
Q3 2019 Nov 05, 2019	BUY	$122.4 - $151.47 $10,036 - $12,420	82 Added 5.55%	1,559 $229,000
Q2 2019 Jul 31, 2019	BUY	$132.68 - $153.53 $164,523 - $190,377	1,240 Added 523.21%	1,477 $214,000
Q1 2018 Apr 30, 2018	SELL	$144.89 - $182.04 $6,230 - $7,827	-43 Reduced 15.36%	237 $35,000
Q4 2017 Feb 13, 2018	BUY	$148.67 - $171.7 $6,392 - $7,383	43 Added 18.14%	280 $47,000
Q3 2017 Nov 09, 2017	BUY	$132.16 - $148.8 $31,321 - $35,265	237	237 $35,000

Others Institutions Holding AMP

# of Institutions

1,343

Shares Held

82.6M

Call Options Held

199K

Put Options Held

73.4K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $50B
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 ...

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Ropes Wealth Advisors LLC Ameriprise Financial Inc Transaction History