Simplicity Wealth »

Altria shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Altria

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Altria by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 51.04
2024-06-30 $2.6M 56k 45.55
2024-03-31 $2.1M 48k 43.62

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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