AMERIPRISE FINL INC

Ticker: AMP CUSIP: 03076C106 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,764 Value ($000) $1,356 Avg Close $473.82 Range $431.13 - $507.00
Q3 2025
Shares 2,119 Value ($000) $1,041 Avg Close $510.14 Range $480.74 - $544.82
Q2 2025
Shares 1,897 Value ($000) $1,013 Avg Close $490.23 Range $392.21 - $530.79
Q1 2025
Shares 1,733 Value ($000) $839 Avg Close $518.64 Range $464.12 - $574.69
Q4 2024
Shares 1,480 Value ($000) $788 Avg Close $526.39 Range $458.76 - $569.70
Q3 2024
Shares 1,139 Value ($000) $535 Avg Close $426.54 Range $379.75 - $464.25
Q2 2024
Shares 1,160 Value ($000) $496 Avg Close $418.45 Range $392.60 - $437.77
Q1 2024
Shares 803 Value ($000) $352 Avg Close $390.78 Range $358.83 - $430.67
Q4 2023
Shares 790 Value ($000) $300 Avg Close $333.50 Range $297.44 - $373.80
Q3 2023
Shares 784 Value ($000) $258 Avg Close $330.58 Range $314.84 - $345.96
Q4 2017
Shares 74 Value ($000) $13 Avg Close $136.87 Range $125.82 - $148.58
Q3 2015
Shares 215 Value ($000) $23 Avg Close $94.67 Range $76.80 - $103.34
Q3 2014
Shares 1,685 Value ($000) $208 Avg Close $96.56 Range $91.48 - $101.33
Q2 2014
Shares 1,685 Value ($000) $202 Avg Close $87.59 Range $78.78 - $94.40
Q1 2014
Shares 1,685 Value ($000) $185 Avg Close $85.26 Range $78.67 - $90.73
Q4 2013
Shares 1,735 Value ($000) $200 Avg Close $80.05 Range $69.06 - $89.60
Q3 2013
Shares 50 Value ($000) $5 Avg Close $68.12 Range $61.83 - $72.99