Shepherd Financial Partners LLC's ownership history for XLP

Shepherd Financial Partners LLC currently holds 21.8K shares with a market value of $1.7M. It started holding XLP on 2024-09-30. At its peak, it held 22.0K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-06-30. At its lowest, it held 21.4K shares on 2024-09-30, with a value of $1.7M on 2024-12-31. In the recent 180 days, Shepherd Financial Partners LLC has increased its shares by 238. In the recent year, Shepherd Financial Partners LLC has increased its shares by 432.