Plan Group Financial »

Altria shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $500k 12k 43.62
2023-12-31 $312k 7.7k 40.34
2023-09-30 $301k 7.1k 42.05
2023-06-30 $340k 7.7k 44.17
2022-06-30 $216k 5.2k 41.78

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

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