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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

MO holding history

Altria Group, Inc. in every 13F filed by BT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2022 holdings

Shares (Q2 2022)
5,548
Value
$232.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2021
Holdings of MO by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20225,548$232.0K0.1%+107+2.0%AddedHolders
Q1 20225,441$284.0K0.1%00.0%UnchangedHolders
Q4 20215,441$258.0K0.1%+5,441NewHolders