Entruity Wealth, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1719303 BAKERSFIELD, CA

Position in AMP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$426,624

-$44,102 QoQ

Shares Held

960

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Entruity Wealth, LLC holds $15,389,265 across 4 Asset Management names. AMP ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	392,663	$9,577,050
2	PHYS	Sprott Physical Gold Trust	144,915	$5,135,787
3	AMP	Ameriprise Financial Inc This page	960	$426,624
4	AGD	abrdn Global Dynamic Dividend Fund	23,130	$249,804

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.