Entruity Wealth, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1719303 BAKERSFIELD, CA

Position in AMP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$440,409

+$13,785 QoQ

Shares Held

960

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#834

of 1,378 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Entruity Wealth, LLC holds $11,835,916 across 4 Asset Management names. AMP ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	361,456	$6,820,674
2	PHYS	Sprott Physical Gold Trust	142,351	$4,294,729
3	AMP	Ameriprise Financial Inc This page	960	$440,409
4	AGD	abrdn Global Dynamic Dividend Fund	23,130	$280,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,409	960	0.0%	Shares	Sole	2026-08-13
2026-03-31	$426,624	960	0.0%	Shares	Sole	2026-05-08
2025-12-31	$470,726	960	0.0%	Shares	Sole	2026-02-03
2025-09-30	$471,600	960	0.0%	Shares	Sole	2025-11-07
2025-06-30	$512,380	960	0.0%	Shares	Sole	2025-08-12
2025-03-31	$464,745	960	0.0%	Shares	Sole	2025-05-08
2024-12-31	$511,132	960	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.