A detailed history of Kingswood Wealth Advisors, LLC transactions in Shopify Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,830 shares of SHOP stock, worth $609,759. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,830
Previous 4,314 35.14%
Holding current value
$609,759
Previous $285 Million 63.84%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$52.26 - $80.75 $79,226 - $122,417
1,516 Added 35.14%
5,830 $467 Million
Q2 2024

Jul 09, 2024

BUY
$56.97 - $78.19 $58,109 - $79,753
1,020 Added 30.97%
4,314 $285 Million
Q1 2024

Apr 15, 2024

SELL
$71.82 - $90.72 $67,367 - $85,095
-938 Reduced 22.16%
3,294 $254 Million
Q4 2023

Jan 16, 2024

BUY
$46.4 - $79.11 $196,364 - $334,793
4,232 New
4,232 $330 Million

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $124B
  • Description
  • Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physic...
More about SHOP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.