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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