In a recent SEC filing, O’Brien Wealth Partners LLC disclosed its holdings in a 13F-HR form. This filing is significant as it provides transparency into the investment activities of the company, showcasing its current portfolio positions. Investors and analysts often look to these filings to gain insights into the strategies and trends followed by institutional investors like O’Brien Wealth Partners LLC.
O’Brien Wealth Partners LLC is a registered investment advisory firm based in Boston, Massachusetts. The company offers wealth management services to high-net-worth individuals, families, and institutions. With a focus on personalized financial planning and investment management, O’Brien Wealth Partners LLC aims to help clients achieve their long-term financial goals. For more information about O’Brien Wealth Partners LLC, visit their website here.
The 13F-HR form filed by O’Brien Wealth Partners LLC is a quarterly report required by the SEC from institutional investment managers with assets under management of $100 million or more. The form discloses the firm’s equity holdings, including stocks, options, and convertible bonds. By analyzing this filing, investors can track the buying and selling activities of O’Brien Wealth Partners LLC, gaining valuable insights into their investment decisions.
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O’Brien Wealth Partners LLC Files 13F-HR Form with SEC (0001689874)
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