A detailed history of Legacy Capital Wealth Partners, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 49,114 shares of SYM stock, worth $1.18 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
49,114
Previous 49,114 -0.0%
Holding current value
$1.18 Million
Previous $1.73 Million 30.65%
% of portfolio
0.21%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$31.77 - $48.36 $1.56 Million - $2.38 Million
49,114 New
49,114 $1.73 Million
Q3 2023

Oct 16, 2023

BUY
$30.27 - $63.54 $1.15 Million - $2.41 Million
38,000 New
38,000 $1.27 Million

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.33B
  • 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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC 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 Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.