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Creative Planning AMP Position History
Ameriprise Financial, Inc. • Financial Services
Quarters held
8
Latest value
$18.2M
Q3 2026
Peak value
$18.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.5M |
| Q3 2025 | $186K |
| Q4 2025 | $16M |
| Q1 2026 | $17.6M |
| Q2 2026 | $155K |
| Q2 2026 | $15.2M |
| Q3 2026 | $166K |
| Q3 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.2M | 37.0K | — | — |
| Q3 2026 | $166K | 337 | — | — |
| Q2 2026 | $15.2M | 33.1K | — | — |
| Q2 2026 | $155K | 337 | — | — |
| Q1 2026 | $17.6M | 39.5K | — | — |
| Q4 2025 | $16M | 32.7K | — | — |
| Q3 2025 | $186K | 379 | — | — |
| Q3 2025 | $13.5M | 27.6K | — | — |