SEC 13F Intelligence

Systm Wealth Solutions LLC / AMP

Systm Wealth Solutions LLC’s Ameriprise Finl Inc Position

Does Systm Wealth Solutions LLC own Ameriprise Finl Inc (AMP)? Yes — 305 shares worth $143,293 (+4.35% of its 13F portfolio) as of Q3 2024, down from 14.7K shares the prior filed quarter.

Position Value
$143,293
Q3 2024
Shares
305
% of Portfolio
+4.35%
Quarters Held
8
currently held

Position History AMP

Reported value by quarter
Q4 ’22: $859,365Q4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $5MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $143,293Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024305$143,293+4.35%
Q2 202414.7K$6M+1.40%
Q1 202415.3K$7M+0.85%
Q4 202313.7K$5M+0.72%
Q3 202312.2K$4M+0.62%
Q2 202311.7K$4M+0.53%
Q1 202313.4K$4M+0.63%
Q4 20222.8K$859,365+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of AMP.