Shepherd Financial Partners LLC
Q3 2024 13F Holdings
Location
Winchester, MA
Holdings as of
9/30/2024
Value ($000)
$831,433
Num holdings
216
Date filed
10/28/2024
Form type
13F-HR
Prev filing
8/7/2024
Next filing
SEC
View on sec.gov
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2020 Q3 - RESTATEMENT
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type