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Altria shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Altria

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

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Quarterly reported holdings in Altria by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $141k 2.8k 51.04
2024-06-30 $126k 2.8k 45.55
2024-03-31 $146k 3.3k 43.62
2023-12-31 $135k 3.3k 40.34
2023-09-30 $141k 3.3k 42.05
2023-06-30 $152k 3.3k 45.30

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

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