O'Brien Wealth Partners LLC HDEF Holdings History
O'Brien Wealth Partners LLC's Xtrackers MSCI EAFE High Dividend Yield Equity ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 1.79 Mil shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF(HDEF), totaling $51.69 Mil. This investment constitutes 8.11% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 2.53% of the outstanding Xtrackers MSCI EAFE High Dividend Yield Equity ETF(HDEF) stock.
The initial trade took place in 2025Q2. And since then O'Brien Wealth Partners LLC has made 1 purchases of HDEF, at an average price of $28.01, for a total of 1.79 Mil shares. Based on historical transaction data and HDEF's current price of $29.47, O'Brien Wealth Partners LLC's estimated gain on his HDEF holdings is $2.62 Mil, reflecting a 5.21% gain to date.
O'Brien Wealth Partners LLC HDEF ($29.47) Holding Chart
O'Brien Wealth Partners LLC HDEF ($29.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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