A detailed history of Mount Yale Investment Advisors, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20 shares of SYM stock, worth $1,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Holding current value
$1,619
% of portfolio
0.0%

Shares

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

Aug 12, 2025

BUY
$17.5 - $38.85 $350 - $777
20 New
20 $0

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $4.48B
  • 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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