SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / AMP

Wellington Wealth Strategies, LLC.’s Ameriprise Finl Inc Position

Does Wellington Wealth Strategies, LLC. own Ameriprise Finl Inc (AMP)? Not currently — the last reported position was 690 shares worth $294,761 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$294,761
Q2 2024
Shares
690
% of Portfolio
+1.24%
Quarters Held
2
position exited

Position History AMP

Reported value by quarter
Q4 ’23: $262,083Q4 ’23Q2 ’24: $294,761Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024690$294,761+1.24%
Q4 2023690$262,083+0.22%

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