Number of Shares
445.00
Current Holdings Value*
$209,070.00
% of Portfolio
1.01%
Total Estimate Gain
$76,632.36
% of Total Estimate Gain
30.73%

Guggenheim StylePlus-Mid Growth Fund's Ameriprise Financial Inc Holding Summary

As of 2024-09-30, Guggenheim StylePlus-Mid Growth Fund held 445.00 shares of Ameriprise Financial Inc(AMP), totaling $209,070.00. This investment constitutes 1.01% of their stock portfolio, and Guggenheim StylePlus-Mid Growth Fund now holds 0% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2020Q2. And since then Guggenheim StylePlus-Mid Growth Fund has made 3 purchases of AMP, at an average price of $286.94, for a total of 869.00 shares. In addition, there have been 2 sales at an average price of $214.61 for 424.00 shares. Based on historical transaction data and AMP's current price of $528.07, Guggenheim StylePlus-Mid Growth Fund's estimated gain on his AMP holdings is $76,632.36, reflecting a 30.73% gain to date.

Guggenheim StylePlus-Mid Growth Fund AMP ($528.07) Holding Chart

Guggenheim StylePlus-Mid Growth Fund AMP ($528.07) 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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