Shepherd Financial Partners LLC's ownership history for SPTM

Shepherd Financial Partners LLC currently holds 720.5K shares with a market value of $59.4M. It started holding SPTM on 2024-09-30. At its peak, it held 1.5M shares on 2024-12-31. Its highest holding value was $106.1M on 2024-12-31. At its lowest, it held 708.6K shares on 2025-03-31, with a value of $48.2M on 2025-03-31. In the recent 180 days, Shepherd Financial Partners LLC has increased its shares by 3.0K. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 765.4K.