MCCARTER PRIVATE WEALTH SERVICES LLC
Position in AMP — Ameriprise Financial Inc
CIK 2036922
Boston, MA
Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$479,952
-$49,615 QoQ
Shares Held
1,080
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,596,484 across 6 Asset Management names. AMP ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
|
37,020 | $614,532 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
23,884 | $565,811 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
1,080 | $479,952 | |
| 4 | CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
|
30,991 | $420,547 | |
| 5 | BX |
Blackstone Inc.
|
2,896 | $333,011 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
13,360 | $182,631 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||