Shepherd Financial Partners LLC Reduced Holdings in Q3 2024

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.25K
- 4.0%
$256.4 - $289.78 $1.35M - $1.52M
126K $35.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.04K
- 3.72%
$179.99 - $201.6 $1.27M - $1.42M
182K $36.6M
Activity Summary
Buys All Purchases 129 New Holdings 12 Increased Positions 117 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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