Spartan Wealth Advisory Services LLC
Position in AMP — Ameriprise Financial Inc
CIK 2075193
BINGHAM FARMS, MI
Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,058,914
-$30,210 QoQ
Shares Held
4,488
-4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#470
of 1,379 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $4,434,974 across 6 Asset Management names. AMP ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
4,488 | $2,058,914 | |
| 2 | BX |
Blackstone Inc.
|
5,888 | $692,840 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
41,625 | $619,380 | |
| 4 | BCSF |
Bain Capital Specialty Finance, Inc.
|
44,250 | $554,010 | |
| 5 | ASST |
Strive, Inc.
|
26,900 | $293,479 | |
| 6 | BLK |
BlackRock, Inc.
|
225 | $216,351 |
All Filings in AMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,914 | 4,488 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,089,124 | 4,701 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||