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Shopify Inc cl a shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $692k 9.0k 77.17
2023-12-31 $679k 8.7k 77.90
2023-09-30 $472k 8.7k 54.57
2023-06-30 $376k 5.8k 64.60
2023-03-31 $270k 5.6k 47.94

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Nvidia Corp Stock (NVDA)

View all positions for Legacy Financial Advisors

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Morgan Stanley
Vanguard Group
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Royal Bank of Canada
CIBC World Markets
Arrowstreet Capital, Limited Partnership
Fil
Loomis, Sayles and
Sands Capital Management
Franklin Resources
Bank Of Montreal
Wellington Management Company

View all funds holding Shopify Inc cl a