Number of Shares
15,367
Previous 15,629 1.68%
Holding current value
$532 Million
Previous $482 Million 10.22%
% of portfolio
0.32%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
N/A
-262 Reduced 1.68%
15,367 $532 Million
Q1 2025

May 12, 2025

BUY
N/A
15,629 New
15,629 $482 Million
Track This Portfolio

Track Symphony Financial Services, Inc. Portfolio

Follow Symphony Financial Services, Inc. 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 Symphony Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial Services, Inc. with notifications on news.