Number of Shares
305.00
Current Holdings Value*
$143,290.00
% of Portfolio
4.35%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
27.20%

SYSTM Wealth Solutions LLC's Ameriprise Financial Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 305.00 shares of Ameriprise Financial Inc(AMP), totaling $143,290.00. This investment constitutes 4.35% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 4 purchases of AMP, at an average price of $332.70, for a total of 16,982.00 shares. In addition, there have been 3 sales at an average price of $421.07 for 16,677.00 shares. Based on historical transaction data and AMP's current price of $538.98, SYSTM Wealth Solutions LLC's estimated gain on his AMP holdings is $1.54 Mil, reflecting a 27.20% gain to date.

SYSTM Wealth Solutions LLC AMP ($538.98) Holding Chart

SYSTM Wealth Solutions LLC AMP ($538.98) 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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