TWD
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True Wealth Design’s Symbotic SYM Stock Holding History

True Wealth Design’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$117 Hold
3
– – ﹤0.01% 2202
2025
Q1 		$61 Buy
+3
New +$61 ﹤0.01% 2339