SEC 13F Intelligence

Systm Wealth Solutions LLC / MO

Systm Wealth Solutions LLC’s Altria Group Inc Position

Does Systm Wealth Solutions LLC own Altria Group Inc (MO)? Yes — 2.2K shares worth $112,192 (+3.41% of its 13F portfolio) as of Q3 2024, down from 103.7K shares the prior filed quarter.

Position Value
$112,192
Q3 2024
Shares
2.2K
% of Portfolio
+3.41%
Quarters Held
8
currently held

Position History MO

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $112,192Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20242.2K$112,192+3.41%
Q2 2024103.7K$5M+1.06%
Q1 2024110.5K$5M+0.62%
Q4 2023101.5K$4M+0.57%
Q3 202388.7K$4M+0.57%
Q2 202388.9K$4M+0.55%
Q1 202329.4K$1M+0.20%
Q4 202229.6K$1M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of MO.