O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Transaction History
O'Brien Wealth Partners LLC
- $408 Million
- Q1 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 351,527 shares of USMC stock, worth $19.4 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
351,527Holding current value
$19.4 Million% of portfolio
4.43%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
42Shares Held
45.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.1MShares$1.94 Billion1.11% of portfolio
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Principal Securities, Inc. Des Moines, IA3.78MShares$209 Million6.05% of portfolio
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Envestnet Asset Management Inc3.68MShares$204 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC493KShares$27.3 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$23.9 Million0.03% of portfolio