Aberdeen Wealth Management LLC
Position in AMP — Ameriprise Financial Inc
CIK 1802654
LAKE BLUFF, IL
Position in AMP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$177,080
-$28,939 QoQ
Shares Held
386
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,109
of 1,374 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aberdeen Wealth Management LLC holds $814,194 across 11 Asset Management names. AMP ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
23,554 | $276,523 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
386 | $177,080 | |
| 3 | TROW |
Price T Rowe Group Inc
|
703 | $79,924 | |
| 4 | APO |
Apollo Global Management, Inc.
|
568 | $67,200 | |
| 5 | BX |
Blackstone Inc.
|
418 | $49,186 | |
| 6 | VKQ |
Invesco Municipal Trust
|
4,558 | $45,762 | |
| 7 | NTRS |
Northern Trust Corp
|
242 | $42,069 | |
| 8 | VGM |
Invesco Trust for Investment Grade Municipals
|
2,850 | $30,210 |
All Filings in AMP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,080 | 386 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $206,019 | 386 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $205,517 | 386 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||