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Altria shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Altria (MO) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 5.0k 43.62
2023-12-31 $202k 5.0k 40.34

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Altria

Vanguard Group
BlackRock
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Legal & General Group
Pacer Advisors
Harris Associates L.P
Ameriprise Financial
Goldman Sachs Group

View all funds holding Altria