Creative Planning
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Creative Planning’s Symbotic SYM Stock Holding History

Creative Planning’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,500
Closed -$450K – 2912
2023
Q2 		$450K Buy
+10,500
New +$450K ﹤0.01% 1620