Creative Planning »

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

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

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

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
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
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