Sym Financial Corp Purchases in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
75
+ 10.07%
$280.08 - $307.97 $21K - $23.1K
820 $240K
BCS
Barclays PLC

Financial Services
1.15K
+ 7.13%
$11.65 - $13.67 $13.4K - $15.7K
17.3K $229K
SNAP
Snap Inc

Communication Services
2.81K
+ 17.9%
$9.98 - $12.86 $28K - $36.1K
18.5K $199K
PCG
Pg&E Corp

Utilities
1.35K
+ 12.92%
$19.2 - $21.63 $25.8K - $29.1K
11.8K $237K
TRV
Travelers Companies, Inc.

Financial Services
99
+ 8.25%
$225.97 - $266.66 $22.4K - $26.4K
1.3K $312K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 4.97%
$442.29 - $483.08 $44.2K - $48.3K
2.11K $956K
DFAT
Dimensional ETF Tr U S Target

ETFs
546
New
$54.54 - $61.04 $29.8K - $33.3K
546 $30K
IVV
Ishares Core S&P 500 ETF

ETFs
51
New
$570.51 - $610.59 $29.1K - $31.1K
51 $30K
VFH
Vanguard Financial ETF

ETFs
196
+ 27.88%
$108.87 - $126.2 $21.3K - $24.7K
899 $106K
VRT
Vertiv Holdings CO

Industrials
336
+ 15.02%
N/A
2.57K $222K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
704
+ 6.09%
$33.92 - $36.6 $23.9K - $25.8K
12.3K $424K
XLC
Select Sector Spdr Tr Communic

ETFs
225
+ 24.78%
$89.66 - $102.16 $20.2K - $23K
1.13K $109K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.8K
+ 289.64%
$25.93 - $105.3 $435K - $1.77M
22.6K $628K
VO
Vanguard Mid Cap ETF

ETFs
95
+ 7.95%
$261.5 - $284.63 $24.8K - $27K
1.29K $340K
PKG
Packaging Corp Of America

Consumer Cyclical
42
+ 3.08%
$211.98 - $248.85 $8.9K - $10.5K
1.41K $316K
KO
Coca Cola CO

Consumer Defensive
1.55K
+ 19.66%
$61.74 - $71.71 $95.4K - $111K
9.4K $585K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
486
+ 1157.14%
$44.04 - $49.49 $21.4K - $24.1K
528 $23K
FINV
Fin Volution Group

Financial Services
1.71K
+ 14.41%
$5.75 - $7.13 $9.81K - $12.2K
13.5K $91K
XLI
Industrial Sector Spdr

ETFs
176
+ 12.34%
$131.76 - $143.99 $23.2K - $25.3K
1.6K $211K
USRT
Ishares Core U.S. Reit ETF

ETFs
324
New
$55.97 - $62.75 $18.1K - $20.3K
324 $18K
WIT
Wipro LTD

Technology
17K
+ 118.49%
$3.54 - $7.24 $60.3K - $123K
31.4K $111K
EFA
Ishares Tr Msci Eafe ETF

ETFs
273
+ 81.74%
$75.1 - $82.99 $20.5K - $22.7K
607 $45K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
203
+ 2.33%
$100.22 - $100.73 $20.3K - $20.4K
8.92K $894K
IEMG
Ishares Inc

ETFs
307
+ 2.94%
N/A
10.7K $575K
VTV
Vanguard Value ETF

ETFs
94
+ 140.3%
$168.32 - $181.87 $15.8K - $17.1K
161 $27K
TLT
Ishares Barclays 20+ Year Trea

ETFs
155
New
$87.1 - $98.49 $13.5K - $15.3K
155 $13K
XLK
Technology Sector Spdr

ETFs
26
+ 3.83%
$220.26 - $241.44 $5.73K - $6.28K
705 $163K
IWF
Ishares Russell 1000 Gr ETF

ETFs
8
+ 3.38%
$370.24 - $418.94 $2.96K - $3.35K
245 $98K
CVX
Chevron Corp

Energy
115
+ 4.21%
$141.15 - $162.53 $16.2K - $18.7K
2.84K $411K
XLP
Consumer Staples Sector Spdr

ETFs
115
New
N/A
115 $8K
XLB
Select Sector Spdr Fd Material

ETFs
97
+ 87.39%
$83.8 - $97.58 $8.13K - $9.47K
208 $17K
STLD
Steel Dynamics Inc

Basic Materials
67
+ 3.41%
N/A
2.03K $199K
HYG
Ishares Tr

ETFs
80
+ 21.56%
$78.09 - $80.04 $6.25K - $6.4K
451 $35K
XLF
Financial Sector Spdr

ETFs
34
+ 2.87%
$44.89 - $51.34 $1.53K - $1.75K
1.22K $58K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.47K
+ 200.0%
$22.4 - $68.28 $123K - $374K
8.21K $190K
XLRE
Select Sector Spdr Tr Real Est

ETFs
86
New
$40.06 - $45.21 $3.45K - $3.89K
86 $3K
NOC
Northrop Grumman Corp

Industrials
78
+ 13.33%
$466.52 - $543.88 $36.4K - $42.4K
663 $311K
LQD
Ishares Iboxx $ Investment Gra

ETFs
30
+ 66.67%
$106.56 - $113.11 $3.2K - $3.39K
75 $8K
VB
Vanguard Small Cap ETF

ETFs
10
+ 5.56%
$233.76 - $261.58 $2.34K - $2.62K
190 $45K
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 550.0%
$174.22 - $187.62 $1.92K - $2.06K
13 $2K
LRGF
Ishares Tr

ETFs
38
New
$58.25 - $63.26 $2.21K - $2.4K
38 $2K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
23
New
$98.47 - $109.35 $2.26K - $2.52K
23 $2K
MCD
Mcdonalds Corp

Consumer Cyclical
113
+ 5.46%
$288.47 - $316.54 $32.6K - $35.8K
2.18K $632K
EFV
Msci Eafe Value ETF

ETFs
23
New
$51.78 - $57.15 $1.19K - $1.31K
23 $1K
VLY
Valley National Bancorp

Financial Services
116
+ 0.54%
$8.7 - $10.78 $1.01K - $1.25K
21.6K $195K
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 2.2%
$197.36 - $217.3 $2.17K - $2.39K
511 $101K
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 4.28%
$385.02 - $431.37 $31.6K - $35.4K
2K $777K
XSMO
Invesco S&P Smallcap Momentum

ETFs
20
New
$65.08 - $73.72 $1.3K - $1.47K
20 $1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
22
New
$63.27 - $70.31 $1.39K - $1.55K
22 $1K
Activity Summary
Buys All Purchases 243 New Holdings 101 Increased Positions 142 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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