1776 Wealth LLC

Position in AMP — Ameriprise Financial Inc

CIK 1803140 ATLANTA, GA

Position in AMP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$212,405

+$6,648 QoQ

Shares Held

463

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,072

of 1,371 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

1776 Wealth LLC holds $10,372,874 across 10 Asset Management names. AMP ranks #9 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	39,188	$4,611,251
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	76,286	$2,111,596
3	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	52,097	$1,076,844
4	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	30,438	$716,510
5	RVT	Royce Small-Cap Trust, Inc.	27,231	$502,956
6	AGD	abrdn Global Dynamic Dividend Fund	37,890	$458,847
7	RGT	Royce Global Trust, Inc.	20,391	$290,163
8	JRI	Nuveen Real Asset Income & Growth Fund	20,756	$268,997

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,405	463	0.0%	Shares	Sole	2026-08-10
2026-03-31	$205,757	463	0.0%	Shares	Sole	2026-05-08
2025-12-31	$227,027	463	-7.8%	Shares	Sole	2026-02-11
2025-09-30	$246,607	502	-61.7%	Shares	Sole	2025-11-06
2025-06-30	$699,186	1,310	-4.0%	Shares	Sole	2025-08-08
2025-03-31	$660,326	1,364	-2.3%	Shares	Sole	2025-05-06
2024-12-31	$743,272	1,396	0.0%	Shares	Sole	2025-02-10
2024-09-30	$655,854	1,396	-7.5%	Shares	Sole	2024-11-06
2024-06-30	$645,056	1,510	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$664,674	1,516	-1.1%	Shares	Sole	2024-05-10
2023-12-31	$582,278	1,533	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$485,288	1,472	-4.0%	Shares	Sole	2023-11-02
2023-06-30	$509,200	1,533	-22.1%	Shares	Sole	2023-08-02
2023-03-31	$603,498	1,969	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$610,907	1,962	+2.7%	Shares	Sole	2023-02-15
2022-09-30	$481,475	1,911	0.0%	Shares	Sole	2022-11-10
2022-06-30	$454,206	1,911	-3.1%	Shares	Sole	2022-07-29
2022-03-31	$592,309	1,972	+0.6%	Shares	Sole	2022-05-16
2021-09-30	$517,675	1,960	+1.0%	Shares	Sole	2021-10-21
2021-06-30	$483,076	1,941	0.0%	Shares	Sole	2021-08-03
2021-03-31	$451,185	1,941	-2.4%	Shares	Sole	2021-05-10
2020-12-31	$386,522	1,989	+1.2%	Shares	Sole	2021-02-12
2020-09-30	$302,826	1,965	+1.6%	Shares	Sole	2020-11-12
2020-06-30	$290,327	1,935	+56.3%	Shares	Sole	2020-08-04
2020-03-31	$126,870	1,238	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.