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Altria shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Altria (MO) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Altria

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All positions including Altria held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 2.4k 51.04
2024-06-30 $106k 2.3k 45.56
2024-03-31 $99k 2.3k 43.63
2023-12-31 $90k 2.2k 40.33

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Bank of America Corporation
Harris Associates L.P
Invesco
Pacer Advisors
Jpmorgan Chase & Co
Van Eck Associates Corp.

View all funds holding Altria