Shepherd Financial Partners LLC
Q2 2024 13F Holdings
Location
Winchester, MA
Holdings as of
6/30/2024
Value ($000)
$775,493
Num holdings
214
Date filed
8/7/2024
Form type
13F-HR
Prev filing
4/22/2024
Next filing
SEC
View on sec.gov
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type