Number of Shares
80,796.00
Current Holdings Value*
$39.11 Mil
% of Portfolio
1.32%
Total Estimate Gain
$14.26 Mil
% of Total Estimate Gain
47.46%

Moran Wealth Management, LLC's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Moran Wealth Management, LLC held 80,796.00 shares of Ameriprise Financial Inc(AMP), totaling $39.11 Mil. This investment constitutes 1.32% of their stock portfolio, and Moran Wealth Management, LLC now holds 0.08% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2022Q4. And since then Moran Wealth Management, LLC has made 3 purchases of AMP, at an average price of $347.79, for a total of 86,400.00 shares. In addition, there have been 6 sales at an average price of $371.49 for 5,604.00 shares. Based on historical transaction data and AMP's current price of $522.67, Moran Wealth Management, LLC's estimated gain on his AMP holdings is $14.26 Mil, reflecting a 47.46% gain to date.

Moran Wealth Management, LLC AMP ($522.67) Holding Chart

Moran Wealth Management, LLC AMP ($522.67) 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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