Sym Financial Corp Purchases in Q2 2025

Sym Financial Corp

  • $886 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDC
Schwab Fundamental Intl Small

ETFs
499
New
$32.97 - $42.05 $16.5K - $21K
499 $20K
FSTA
Fidelity Covington Tr Msci Con

ETFs
395
New
$47.94 - $52.5 $18.9K - $20.7K
395 $20K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
100
New
$139.8 - $197.22 $14K - $19.7K
100 $19K
ADP
Automatic Data Processing Inc

Industrials
56
+ 6.98%
$276.76 - $326.81 $15.5K - $18.3K
858 $264K
LYG
Lloyds Banking Group PLC

Financial Services
3.14K
+ 30.14%
$3.32 - $4.29 $10.4K - $13.5K
13.6K $57K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
228
New
$65.41 - $79.66 $14.9K - $18.2K
228 $18K
IJK
Ishares S&P Midcap 400 Growth

ETFs
200
New
$73.7 - $90.98 $14.7K - $18.2K
200 $18K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
183
+ 9.49%
$30.25 - $38.85 $5.54K - $7.11K
2.11K $81K
SCHC
Schwab Strategic Tr Intl Small

ETFs
415
New
$32.41 - $42.59 $13.5K - $17.7K
415 $17K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
178
New
$79.85 - $95.57 $14.2K - $17K
178 $16K
CNXC
Concentrix Corp

Technology
499
+ 12.4%
$45.73 - $57.88 $22.8K - $28.9K
4.52K $238K
SCHP
Schwab Strategic Us Tips ETF

ETFs
404
+ 1303.23%
$26.18 - $26.93 $10.6K - $10.9K
435 $11K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17
+ 0.4%
$22.92 - $28.05 $390 - $477
4.32K $121K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
435
New
$18.94 - $21.67 $8.24K - $9.43K
435 $9K
WIT
Wipro LTD

Technology
2.77K
+ 13.13%
$2.7 - $3.09 $7.47K - $8.55K
23.9K $72K
EVRG
Evergy, Inc.

Utilities
111
+ 2.9%
$64.06 - $69.64 $7.11K - $7.73K
3.94K $271K
WST
West Pharmaceutical Services Inc

Healthcare
50
+ 5.12%
$190.39 - $227.7 $9.52K - $11.4K
1.03K $224K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
86
New
$75.05 - $77.34 $6.45K - $6.65K
86 $6K
GAB
Gabelli Equity Trust Inc

Financial Services
291
+ 2.6%
$4.97 - $5.87 $1.45K - $1.71K
11.5K $66K
NOK
Nokia Corp

Technology
900
+ 8.48%
$4.65 - $5.43 $4.19K - $4.89K
11.5K $59K
VZ
Verizon Communications Inc

Communication Services
410
+ 5.92%
$41.67 - $45.62 $17.1K - $18.7K
7.33K $317K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
61
New
$47.29 - $53.34 $2.88K - $3.25K
61 $3K
HEFA
Ishares Currency Hedged Msci E

ETFs
101
New
$32.11 - $38.21 $3.24K - $3.86K
101 $3K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
50
New
$48.46 - $50.2 $2.42K - $2.51K
50 $2K
MUB
Ishares National Muni Bond ETF

ETFs
25
New
$102.31 - $105.8 $2.56K - $2.65K
25 $2K
MXI
Ishares Global Materials ETF

ETFs
4
+ 1.37%
$71.63 - $86.87 $287 - $347
296 $25K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3
+ 0.07%
$50.36 - $50.68 $151 - $152
4.25K $215K
IYH
Ishares Tr

ETFs
25
New
$53.97 - $60.17 $1.35K - $1.5K
25 $1K
TXN
Texas Instruments Inc

Technology
3
+ 0.2%
N/A
1.51K $293K
DNP
Dnp Select Income Fund Inc

Financial Services
245
+ 2.04%
$8.89 - $9.88 $2.18K - $2.42K
12.2K $119K
Linde PLC
70
+ 4.91%
N/A
1.5K $0
MBB
Ishares Tr

ETFs
9
New
$91.41 - $94.22 $823 - $848
9 $0
Ferguson Enterprises Inc
1.36K
New
N/A
1.36K $0
Schwab Strategic Tr
1.38K
New
N/A
1.38K $0
AVGE
American Centy ETF Tr Avantis
6.23K
New
N/A
6.23K $0
Ge Vernova Inc
57
+ 3.54%
N/A
1.67K $0
Blackrock Inc
14
+ 3.52%
N/A
412 $0
IYK
Ishares U.S. Consumer Staples

ETFs
8
+ 0.6%
$67.29 - $72.42 $538 - $579
1.34K $94K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4
New
$101.93 - $128.63 $408 - $515
4 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.2%
$89.87 - $92.93 $89.9 - $92.9
508 $46K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5
New
$37.77 - $46.15 $189 - $231
5 $0
Te Connectivity PLC
1.33K
New
N/A
1.33K $0
First Tr Exchng Traded Fd Vi
60.5K
New
N/A
60.5K $0
Natwest Group PLC
15
+ 0.07%
N/A
22.9K $0
VHT
Vanguard Health Care ETF

ETFs
1
+ 1.89%
$236.71 - $261.92 $237 - $262
54 $13K
WM
Waste Management Inc

Industrials
5
+ 0.38%
$216.47 - $242.1 $1.08K - $1.21K
1.33K $304K
PGR
Progressive Corp

Financial Services
78
+ 4.57%
$255.27 - $288.74 $19.9K - $22.5K
1.78K $475K
WEC
Wec Energy Group, Inc.

Utilities
143
+ 2.76%
$102.24 - $109.76 $14.6K - $15.7K
5.33K $555K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 7.88%
$483.48 - $539.8 $99.6K - $111K
2.82K $1.37M
Activity Summary
Buys All Purchases 258 New Holdings 100 Increased Positions 158 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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