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Altria shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $4.9M 154k 31.44
2012-09-30 $4.4M 131k 33.39
2012-06-30 $3.3M 95k 34.55
2011-12-31 $3.0M 102k 29.65

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Altria

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

View all funds holding Altria