O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Transaction History

O'Brien Wealth Partners LLC

$658 Million
Q3 2025

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 906,137 shares of USMC stock, worth $61.5 Million. This represents 9.38% of its overall portfolio holdings.

Number of Shares

906,137

Previous 920,520 1.56%

Holding current value

$61.5 Million

Previous $57.6 Million 7.27%

% of portfolio

9.38%

Previous 9.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$62.08 - $68.69 $892,896 - $987,968	-14,383 Reduced 1.56%	906,137 $61.8 Million
Q2 2025 Jul 09, 2025	SELL	$50.94 - $62.56 $233,712 - $287,025	-4,588 Reduced 0.5%	920,520 $57.6 Million
Q1 2025 Apr 28, 2025	SELL	$55.72 - $63.13 $2.15 Million - $2.44 Million	-38,653 Reduced 4.01%	925,108 $52.5 Million
Q4 2024 Jan 28, 2025	BUY	$56.37 - $61.98 $7.49 Million - $8.23 Million	132,829 Added 15.99%	963,761 $57.9 Million
Q3 2024 Oct 23, 2024	BUY	$51.14 - $56.99 $24.2 Million - $27 Million	474,173 Added 132.91%	830,932 $47.4 Million

Q2 2024 Jul 22, 2024	BUY	$48.61 - $54.3 $254,327 - $284,097	5,232 Added 1.49%	356,759 $19.4 Million
Q1 2024 Apr 18, 2024	BUY	$46.19 - $51.56 $16.2 Million - $18.1 Million	351,527 New	351,527 $18.1 Million

Others Institutions Holding USMC

# of Institutions

Shares Held

55.9M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U S MEGA-CAP

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O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Transaction History