O'Brien Wealth Partners LLC

Q2 2021 vs. Q1 2024 13F Holdings

Period
Q2 2021
Q1 2024
Holdings as of
6/30/2021
3/31/2024
Value ($000)
$302,318
$432,367
Num holdings
44
66
Form type
13F-HR
13F-HR
Date filed
7/12/2021
4/18/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2021 Q1 2024 Diff Chg % Q2 2021 Q1 2024 Diff Chg %