O'Brien Wealth Partners LLC

Q3 2019 vs. Q1 2024 13F Holdings

Period
Q3 2019
Q1 2024
Holdings as of
9/30/2019
3/31/2024
Value ($000)
$127,327
$432,367
Num holdings
36
66
Form type
13F-HR
13F-HR
Date filed
10/4/2019
4/18/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2019 Q1 2024 Diff Chg % Q3 2019 Q1 2024 Diff Chg %