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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → MO

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC MO Position History

Altria Group, Inc. • Consumer Defensive

Quarters held
5
Latest value
$7.8M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.4M
Q4 2025$6.4M
Q1 2026$7.5M
Q2 2026$8.3M
Q3 2026$7.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.8M116.3K——
Q2 2026$8.3M115.0K——
Q1 2026$7.5M113.9K——
Q4 2025$6.4M111.8K——
Q3 2025$7.4M111.3K——

Other funds holding MO

Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions

PDI

PIMCO ETF TR

$29.7M
PDI

PIMCO ETF TR

$28.7M
PDI

Pimco Ultra Short Government ETF

$28.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
DSL

Doubleline Shiller CAPE US Equity

$27.3M
DSL

Doubleline Shiller CAPE US Equity

$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M