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Altria shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group investment in Altria

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

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Quarterly reported holdings in Altria by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 3.7k 54.47
2023-09-30 $212k 5.0k 42.05
2023-06-30 $229k 5.0k 45.30

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Legacy Financial Group

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