O'Brien Wealth Partners LLC Sells in Q3 2024

O'Brien Wealth Partners LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-310K
- 29.09%
$60.84 - $67.51 $18.8M - $20.9M
755K $51M
UPWK
Upwork, Inc

Industrials
-8.75K
- 22.26%
$9.01 - $12.12 $78.8K - $106K
30.6K $319K
XOM
Exxon Mobil Corp

Energy
-690
- 42.18%
$109.72 - $119.0 $75.7K - $82.1K
946 $110K
MSFT
Microsoft Corp

Technology
-80
- 5.92%
$395.15 - $467.56 $31.6K - $37.4K
1.27K $547K
GOOGL
Alphabet Inc.

Communication Services
-62
- 2.72%
$148.65 - $191.18 $9.22K - $11.9K
2.22K $368K
AMZN
Amazon Com Inc

Consumer Cyclical
-165
- 13.11%
$161.02 - $200.0 $26.6K - $33K
1.09K $203K
NSC
Norfolk Southern Corp

Industrials
-237
- 36.74%
$213.75 - $259.69 $50.7K - $61.5K
408 $101K
NVDA
Nvidia Corp

Technology
-230
- 54.76%
$98.91 - $134.91 $22.7K - $31K
190 $23K
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.94%
$111.15 - $128.97 $2.22K - $2.58K
2.1K $238K
CVX
Chevron Corp

Energy
-15
- 1.4%
$137.88 - $161.97 $2.07K - $2.43K
1.06K $155K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 6.27%
$160.76 - $177.82 $13.5K - $14.9K
1.26K $217K
Morgan Stanley ETF Trust
-13K
- 4.73%
N/A
262K $0
UNH
Unitedhealth Group Inc

Healthcare
-7
- 12.28%
$488.01 - $604.18 $3.42K - $4.23K
50 $29K
PEP
Pepsico Inc

Consumer Defensive
-9
- 1.71%
$161.9 - $179.3 $1.46K - $1.61K
517 $87K
MA
Mastercard Inc

Financial Services
-11
- 9.91%
$429.6 - $500.99 $4.73K - $5.51K
100 $49K
ADI
Analog Devices Inc

Technology
-9
- 0.38%
$200.56 - $243.33 $1.81K - $2.19K
2.34K $538K
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 2.75%
$194.9 - $224.8 $5.46K - $6.29K
989 $208K
AME
Ametek Inc

Industrials
-52
- 1.81%
$152.74 - $176.01 $7.94K - $9.15K
2.83K $485K
ABT
Abbott Laboratories

Healthcare
-7
- 0.94%
$100.07 - $118.13 $700 - $827
734 $83K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-159
- 4.15%
$75.63 - $84.89 $12K - $13.5K
3.68K $309K
META
Meta Platforms, Inc.

Communication Services
-239
- 11.33%
$453.41 - $572.44 $108K - $137K
1.87K $1.07M
KO
Coca Cola CO

Consumer Defensive
-44
- 2.43%
$62.69 - $73.01 $2.76K - $3.21K
1.76K $126K
ABBV
Abb Vie Inc.

Healthcare
-14
- 1.87%
$163.84 - $199.33 $2.29K - $2.79K
734 $144K
ACN
Accenture PLC

Technology
-6
- 1.53%
$295.44 - $355.81 $1.77K - $2.13K
385 $136K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 1.96%
$405.19 - $478.57 $5.27K - $6.22K
650 $299K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-664
- 1.47%
$332.02 - $382.76 $220K - $254K
44.6K $16.7M
LFST
Life Stance Health Group, Inc.

Healthcare
-40K
- 11.22%
$5.0 - $6.99 $200K - $280K
316K $2.21M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.01%
$245.82 - $304.51 $246 - $305
10.6K $3.24M
AAPL
Apple Inc.

Technology
-63
- 0.17%
$207.23 - $234.82 $13.1K - $14.8K
36.4K $8.48M
IWV
Ishares Russell 3000 ETF

ETFs
-77
- 0.15%
$294.75 - $326.73 $22.7K - $25.2K
51.5K $16.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.77K
- 0.66%
$37.61 - $41.72 $66.7K - $74K
267K $11.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14.9K
- 3.07%
$113.41 - $125.62 $1.69M - $1.88M
472K $59.3M
VTI
Vanguard Total Stock Market Et

ETFs
-1.28K
- 1.04%
$255.18 - $283.2 $327K - $363K
122K $34.5M
Activity Summary
Buys All Purchases 24 New Holdings 10 Increased Positions 14 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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