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

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 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 925,108 shares of USMC stock, worth $52.2 Million. This represents 10.29% of its overall portfolio holdings.

Number of Shares
925,108
Previous 963,761 4.01%
Holding current value
$52.2 Million
Previous $57.9 Million 9.21%
% of portfolio
10.29%
Previous 10.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
68
Shares Held
44.7M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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