Number of Shares
5,685.00
Current Holdings Value*
$341,210.00
% of Portfolio
4.31%
Total Estimate Gain
$27,515.40
% of Total Estimate Gain
8.86%

BTS Enhanced Equity Income Fund 's Altria Group Inc Holding Summary

As of 2025-03-31, BTS Enhanced Equity Income Fund held 5,685.00 shares of Altria Group Inc(MO), totaling $341,210.00. This investment constitutes 4.31% of their stock portfolio, and BTS Enhanced Equity Income Fund now holds 0% of the outstanding Altria Group Inc(MO) stock.

The initial trade took place in 2025Q1. And since then BTS Enhanced Equity Income Fund has made 1 purchases of MO, at an average price of $54.60, for a total of 5,685.00 shares. Based on historical transaction data and MO's current price of $59.44, BTS Enhanced Equity Income Fund 's estimated gain on his MO holdings is $27,515.40, reflecting a 8.86% gain to date.

BTS Enhanced Equity Income Fund MO ($59.44) Holding Chart

BTS Enhanced Equity Income Fund MO ($59.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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