O'Brien Wealth Partners LLC Principal ETF U S Mega Cap Transaction History
O'Brien Wealth Partners LLC
- $607 Million
- Q2 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 920,520 shares of USMC stock, worth $57.7 Million. This represents 9.49% of its overall portfolio holdings.
Number of Shares
920,520
Previous 925,108
0.5%
Holding current value
$57.7 Million
Previous $52.5 Million
9.63%
% of portfolio
9.49%
Previous 10.29%
Shares
6 transactions
Others Institutions Holding USMC
# of Institutions
73Shares Held
45.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA30.1MShares$1.89 Billion1.02% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$274 Million5.87% of portfolio
-
Envestnet Asset Management Inc4.07MShares$255 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL792KShares$49.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC792KShares$49.7 Million0.02% of portfolio