Shepherd Wealth Management LTD Liability CO ETF OPPORTUNITIES TRUST Transaction History

Shepherd Wealth Management LTD Liability CO

  • $97.3 Billion
  • Q1 2025
Number of Shares
53,385
Previous 47,725 11.86%
Holding current value
$292 Million
Previous $363 Million 19.57%
% of portfolio
0.3%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
N/A
5,660 Added 11.86%
53,385 $292 Million
Q4 2024

Feb 07, 2025
BUY
N/A
47,725 New
47,725 $363 Million
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