O'Brien Wealth Partners LLC XCEM Holdings History
O'Brien Wealth Partners LLC's Columbia EM Core ex-China ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 747,975.00 shares of Columbia EM Core ex-China ETF(XCEM), totaling $25.57 Mil. This investment constitutes 4.01% of their stock portfolio, and O'Brien Wealth Partners LLC now holds -% of the outstanding Columbia EM Core ex-China ETF(XCEM) stock.
The initial trade took place in 2024Q3. And since then O'Brien Wealth Partners LLC has made 3 purchases of XCEM, at an average price of $32.00, for a total of 969,515.00 shares. In addition, there have been 1 sales at an average price of $30.01 for 221,540.00 shares. Based on historical transaction data and XCEM's current price of $34.66, O'Brien Wealth Partners LLC's estimated gain on his XCEM holdings is $1.55 Mil, reflecting a 4.99% gain to date.
O'Brien Wealth Partners LLC XCEM ($34.66) Holding Chart
O'Brien Wealth Partners LLC XCEM ($34.66) 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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