A detailed history of Allworth Financial LP transactions in Symbotic Inc. stock. As of the latest transaction made, Allworth Financial LP holds 2,000 shares of SYM stock, worth $116,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,000
Previous 331 504.23%
Holding current value
$116,360
Previous $12,000 791.67%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025

BUY
$39.68 - $63.21 $66,225 - $105,497
1,669 Added 504.23%
2,000 $107,000
Q2 2025

Aug 07, 2025

BUY
$17.5 - $38.85 $4,812 - $10,683
275 Added 491.07%
331 $12,000
Q1 2025

Apr 30, 2025

SELL
$20.16 - $33.5 $181 - $301
-9 Reduced 13.85%
56 $1,000
Q4 2024

Jan 30, 2025

BUY
$22.73 - $38.78 $1,477 - $2,520
65 New
65 $1,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $3.22B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
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