Guardian Asset Advisors, LLC SHOP Holdings History
Number of Shares
10,937.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.68%
Total Estimate Gain
$406,744.94
% of Total Estimate Gain
42.98%
Guardian Asset Advisors, LLC's Shopify Inc Holding Summary
As of 2025-03-31, Guardian Asset Advisors, LLC held 10,937.00 shares of Shopify Inc(SHOP), totaling $1.04 Mil. This investment constitutes 0.68% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0% of the outstanding Shopify Inc(SHOP) stock.
The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 5 purchases of SHOP, at an average price of $86.52, for a total of 10,937.00 shares. Based on historical transaction data and SHOP's current price of $123.71, Guardian Asset Advisors, LLC's estimated gain on his SHOP holdings is $406,744.94, reflecting a 42.98% gain to date.
Guardian Asset Advisors, LLC SHOP ($123.71) Holding Chart
Guardian Asset Advisors, LLC SHOP ($123.71) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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