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Altria shares owned by Apella Capital

Quarter-by-quarter ownership of Altria (MO) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 4.6k 50.59
2024-06-30 $213k 4.6k 46.70

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Apella Capital

Top funds holding Altria

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Goldman Sachs Group
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Capital Research Global Investors
Invesco

View all funds holding Altria