Shepherd Financial Partners LLC Spdr S&P Aerospace & Defense E Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,743 shares of XAR stock, worth $333,401. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,378
26.49%
Holding current value
$333,401
Previous $228,000
23.68%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding XAR
# of Institutions
415Shares Held
7.58MCall Options Held
33.2KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC1.2MShares$230 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC815KShares$156 Million0.01% of portfolio
-
Morgan Stanley New York, NY746KShares$143 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$47.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc226KShares$43.2 Million0.01% of portfolio