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Altria shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Altria

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

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Quarterly reported holdings in Altria by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 250 51.04
2024-06-30 $11k 250 45.55
2024-03-31 $11k 250 43.62
2023-03-31 $4.5k 100 44.62
2022-12-31 $4.6k 100 45.71
2021-12-31 $5.0k 112 44.64

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Cintas Corporation (CTAS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

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