Spartan Wealth Advisory Services LLC
Position in AMP — Ameriprise Financial Inc
CIK 2075193
BINGHAM FARMS, MI
Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,089,124
New position
Shares Held
4,701
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Spartan Wealth Advisory Services LLC holds $4,226,386 across 6 Asset Management names. AMP ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
4,701 | $2,089,124 | |
| 2 | BX |
Blackstone Inc.
|
6,158 | $708,108 | |
| 3 | BCSF |
Bain Capital Specialty Finance, Inc.
|
48,227 | $598,014 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
41,625 | $569,013 | |
| 5 | BLK |
BlackRock, Inc.
|
221 | $212,537 | |
| 6 | PSEC |
Prospect Capital Corp
|
19,000 | $49,590 |
All Filings in AMP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,089,124 | 4,701 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||