O'Brien Wealth Partners LLC USMC Holdings History
O'Brien Wealth Partners LLC's Principal U.S. Mega-Cap ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 920,520.00 shares of Principal U.S. Mega-Cap ETF(USMC), totaling $57.59 Mil. This investment constitutes 9.04% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 1.77% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.
The initial trade took place in 2024Q1. And since then O'Brien Wealth Partners LLC has made 4 purchases of USMC, at an average price of $53.43, for a total of 963,761.00 shares. In addition, there have been 2 sales at an average price of $59.81 for 43,241.00 shares. Based on historical transaction data and USMC's current price of $63.08, O'Brien Wealth Partners LLC's estimated gain on his USMC holdings is $9.16 Mil, reflecting a 17.78% gain to date.
O'Brien Wealth Partners LLC USMC ($63.08) Holding Chart
O'Brien Wealth Partners LLC USMC ($63.08) 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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