Sym Financial Corp Purchases in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
19
New
$70.63 - $78.23 $1.34K - $1.49K
19 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12
New
$114.08 - $125.68 $1.37K - $1.51K
12 $1K
QUAL
Ishares Msci Usa Quality Facto

ETFs
25
+ 0.94%
$176.42 - $186.91 $4.41K - $4.67K
2.7K $480K
VEU
Vanguard Ftse All World Ex Us

ETFs
32
New
$57.29 - $63.1 $1.83K - $2.02K
32 $1K
Linde PLC
1.49K
New
N/A
1.49K $0
Arista Networks Inc
2.93K
New
N/A
2.93K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
New
$77.02 - $78.58 $77 - $78.6
1 $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
New
$74.5 - $78.37 $298 - $313
4 $0
Blackrock Inc
393
New
N/A
393 $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
11
New
N/A
11 $0
BYLD
Ishares Tr Yield Optimized Bd
3.14K
+ 16.68%
N/A
21.9K $0
Atlassian Corporation
945
New
N/A
945 $0
DFSB
Dimensional ETF Tr Dimensional
110
+ 58.2%
N/A
299 $0
XLV
Select Sector Spdr Fund Health

ETFs
170
+ 12.29%
$136.28 - $154.74 $23.2K - $26.3K
1.55K $213K
Natwest Group PLC
20.2K
New
N/A
20.2K $0
Lam Research Corp
12.1K
New
N/A
12.1K $0
GAB
Gabelli Equity Trust Inc

Financial Services
384
+ 2.72%
$5.36 - $5.83 $2.06K - $2.24K
14.5K $77K
FNDX
Schwab Fundamental U S Large C

ETFs
1.93K
+ 200.0%
$23.49 - $71.77 $45.2K - $138K
2.89K $68K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
690
+ 100.0%
$22.02 - $46.16 $15.2K - $31.9K
1.38K $30K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
629
+ 100.0%
$18.41 - $40.87 $11.6K - $25.7K
1.26K $23K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.21%
$90.42 - $94.5 $90.4 - $94.5
482 $43K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 10.52%
$37.39 - $45.14 $48.3K - $58.3K
13.6K $509K
MXI
Ishares Global Materials ETF

ETFs
5
+ 1.74%
$77.6 - $93.04 $388 - $465
292 $22K
IYK
Ishares U.S. Consumer Staples

ETFs
10
+ 0.76%
$65.32 - $70.92 $653 - $709
1.32K $86K
PG
Procter & Gamble CO

Consumer Defensive
52
+ 2.0%
$161.05 - $179.7 $8.37K - $9.34K
2.66K $445K
XLE
Energy Sector Spdr

ETFs
90
+ 1.17%
$83.32 - $97.27 $7.5K - $8.75K
7.77K $665K
DFIC
Dimensional ETF Tr Dimensional

ETFs
759
+ 5.76%
$25.61 - $28.0 $19.4K - $21.3K
13.9K $360K
DNP
Dnp Select Income Fund Inc

Financial Services
238
+ 2.07%
$8.82 - $9.96 $2.1K - $2.37K
11.7K $103K
PGR
Progressive Corp

Financial Services
44
+ 2.82%
$239.6 - $268.88 $10.5K - $11.8K
1.6K $383K
CNC
Centene Corp

Healthcare
507
+ 15.44%
$56.71 - $73.94 $28.8K - $37.5K
3.79K $229K
ABBV
Abb Vie Inc.

Healthcare
103
+ 4.47%
$164.99 - $203.87 $17K - $21K
2.41K $427K
LMT
Lockheed Martin Corp

Industrials
23
+ 5.6%
$479.66 - $614.62 $11K - $14.1K
434 $210K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
16
+ 1.69%
$232.27 - $300.43 $3.72K - $4.81K
963 $226K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.12K
+ 96.93%
$27.54 - $83.04 $58.3K - $176K
4.3K $119K
QWLD
Spdr Index Shs Fds

ETFs
169
+ 0.71%
$123.39 - $130.49 $20.9K - $22.1K
23.9K $2.96M
SCHR
Schwab Intermediate Term Us Tr

ETFs
68.2K
+ 100.11%
$24.19 - $50.58 $1.65M - $3.45M
136K $3.31M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
309
+ 0.83%
$108.6 - $115.42 $33.6K - $35.7K
37.5K $4.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.5K
+ 166.19%
$26.93 - $84.95 $768K - $2.42M
45.7K $1.25M
LLY
Eli Lilly & CO

Healthcare
488
+ 8.42%
$727.2 - $932.06 $355K - $455K
6.28K $4.85M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
157K
+ 7.09%
$35.09 - $39.06 $5.5M - $6.12M
2.37M $83.1M
DFAI
Dimensional ETF Tr

ETFs
344K
+ 5.45%
$29.0 - $31.6 $9.97M - $10.9M
6.65M $194M
DOW
Dow Inc.

Basic Materials
3.51K
+ 0.68%
$39.1 - $55.34 $137K - $194K
518K $20.8M
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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