Number of Shares
30,251.00
Current Holdings Value*
$14.64 Mil
% of Portfolio
2.77%
Total Estimate Gain
$21.42 Mil
% of Total Estimate Gain
40.48%

DIVIDEND ASSETS CAPITAL, LLC's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, DIVIDEND ASSETS CAPITAL, LLC held 30,251.00 shares of Ameriprise Financial Inc(AMP), totaling $14.64 Mil. This investment constitutes 2.77% of their stock portfolio, and DIVIDEND ASSETS CAPITAL, LLC now holds 0.03% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2017Q1. And since then DIVIDEND ASSETS CAPITAL, LLC has made 16 purchases of AMP, at an average price of $126.41, for a total of 418,591.00 shares. In addition, there have been 12 sales at an average price of $151.13 for 388,340.00 shares. Based on historical transaction data and AMP's current price of $517.10, DIVIDEND ASSETS CAPITAL, LLC's estimated gain on his AMP holdings is $21.42 Mil, reflecting a 40.48% gain to date.

DIVIDEND ASSETS CAPITAL, LLC AMP ($517.10) Holding Chart

DIVIDEND ASSETS CAPITAL, LLC AMP ($517.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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