Gratus Wealth Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 2022161
VIRGINIA BEACH, VA
Position in AMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,040,926
+$48,581 QoQ
Shares Held
2,269
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#620
of 1,371 holders
Holding Since
Dec 2023
11 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, 2026Gratus Wealth Advisors, LLC holds $2,244,454 across 2 Asset Management names. AMP ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,228 | $1,203,528 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
2,269 | $1,040,926 |
All Filings in AMP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,926 | 2,269 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $992,345 | 2,233 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,057,663 | 2,157 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,030,151 | 2,097 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,110,692 | 2,081 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,006,948 | 2,080 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,151,646 | 2,163 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,022,776 | 2,177 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $840,709 | 1,968 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $827,336 | 1,887 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $706,483 | 1,860 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||