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Shopify Inc cl a shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 518 77.17
2023-12-31 $26k 338 77.90

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Royal Bank of Canada
Arrowstreet Capital, Limited Partnership
Bank Of Montreal
Norges Bank Investment Management
Franklin Resources
Wellington Management Company
Citadel Advisors
Susquehanna International
Bank of America Corporation
TD Asset Management
Legal & General Group

View all funds holding Shopify Inc cl a