A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 9,050 shares of SYM stock, worth $526,529. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,050
Holding current value
$526,529
% of portfolio
0.25%

Shares

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

Nov 13, 2025

BUY
$39.68 - $63.21 $359,104 - $572,050
9,050 New
9,050 $487,000

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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