Summit Wealth & Retirement Planning, Inc. Ameriprise Financial Inc Transaction History

Summit Wealth & Retirement Planning, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$235.41 - $265.65 $282,492 - $318,780	-1,200 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$155.31 - $196.28 $186,372 - $235,536	1,200 New	1,200 $233,000
Q1 2020 May 11, 2020	SELL	$82.88 - $179.72 $99,456 - $215,664	-1,200 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$129.21 - $168.43 $155,052 - $202,116	1,200 New	1,200 $200,000

1,345

82.6M

199K

73.4K

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $51.2B
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 ...

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.