O'Brien Wealth Partners LLC Purchases and Sells in Q3 2024

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMC	474K + 132.91%	$51.14 - $56.99 $24.2M - $27M	831K $47.4M
COWZ	21.8K + 2.88%	$53.41 - $57.9 $1.16M - $1.26M	778K $45M
VUG	8.49K + 26.94%	$341.08 - $391.94 $2.9M - $3.33M	40K $15.4M
SPTI	52K + 4.31%	$27.8 - $29.26 $1.45M - $1.52M	1.26M $36.6M
SPTL	22.9K + 2.99%	$26.69 - $29.87 $611K - $684K	788K $22.9M
DBEF	17.2K + 1.47%	$38.33 - $42.48 $658K - $730K	1.19M $49.8M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	656K New	$30.17 - $33.79 $19.8M - $22.2M	656K $21.4M
NULG	109K New	$73.86 - $84.2 $8.05M - $9.18M	109K $9.01M
QQQ	777 New	$434.77 - $502.96 $338K - $391K	777 $379K
VB	1.04K New	$214.77 - $237.72 $223K - $247K	1.04K $246K
AGG	2K New	$96.25 - $101.98 $192K - $203K	2K $202K
VZ	1.12K New	$38.89 - $45.0 $43.4K - $50.3K	1.12K $50K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-310K - 29.09%	$60.84 - $67.51 $18.8M - $20.9M	755K $51M
UPWK	-8.75K - 22.26%	$9.01 - $12.12 $78.8K - $106K	30.6K $319K
XOM	-690 - 42.18%	$109.72 - $119.0 $75.7K - $82.1K	946 $110K
MSFT	-80 - 5.92%	$395.15 - $467.56 $31.6K - $37.4K	1.27K $547K
GOOGL	-62 - 2.72%	$148.65 - $191.18 $9.22K - $11.9K	2.22K $368K
AMZN	-165 - 13.11%	$161.02 - $200.0 $26.6K - $33K	1.09K $203K

Activity Summary All Purchases 24 New Holdings 10 Increased Positions 14 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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