IFP Advisors’s Symbotic SYM Stock Holding History

IFP Advisors’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30K	Buy
2025 Q1	$12.5K	Sell
2024 Q4	$32.4K	Buy
2024 Q3	$21.1K	Buy