Private Wealth Management Group »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $55k 518 106.33
2024-09-30 $42k 518 80.14
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)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Capital World Investors
T. Rowe Price Associates
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Capital Research Global Investors
CIBC World Markets
Royal Bank of Canada
Polen Capital Management
Jpmorgan Chase & Co
Sands Capital Management
Loomis, Sayles and
Fil
Franklin Resources

View all funds holding Shopify Inc cl a