MCCARTER PRIVATE WEALTH SERVICES LLC
Position in AMP — Ameriprise Financial Inc
CIK 2036922
Boston, MA
Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$495,460
+$15,508 QoQ
Shares Held
1,080
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#794
of 1,380 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,462,262 across 4 Asset Management names. AMP ranks #1 (33.9% of the industry book) .
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,460 | 1,080 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $479,952 | 1,080 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $529,567 | 1,080 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $563,463 | 1,147 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $612,188 | 1,147 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $555,274 | 1,147 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $575,024 | 1,080 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $507,394 | 1,080 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||