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Altria shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Altria

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

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Quarterly reported holdings in Altria by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 915 66.06
2025-06-30 $60k 1.0k 58.63
2025-03-31 $61k 1.0k 60.02
2024-12-31 $48k 915 52.29
2024-09-30 $48k 946 51.04
2024-03-31 $41k 946 43.62
2023-12-31 $38k 946 40.34

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

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