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Principal Exchange Traded Fd us mega cap shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 357k 54.25
2024-03-31 $18M 352k 51.36

More positions owned by O'Brien Wealth Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for O'Brien Wealth Partners

Top funds holding Principal Exchange Traded Fd us mega cap

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Raymond James Financial Services Advisors
Morgan Stanley
O'Brien Wealth Partners
Goss Wealth Management
Legacy CG
Raymond James & Associates
Segment Wealth Management
Wells Fargo & Company
Symphony Financial Services
EP Wealth Advisors
Win Advisors

View all funds holding Principal Exchange Traded Fd us mega cap