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Altria shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Altria (MO) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Altria

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All positions including Altria held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 946 43.62
2023-12-31 $38k 946 40.34

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Altria

Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
Pacer Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Harris Associates L.P
Van Eck Associates Corp.
Royal Bank of Canada
Susquehanna International
Barclays
Jpmorgan Chase & Co
Fayez Sarofim & Co

View all funds holding Altria