Sym Financial Corp Closed Holding Positions

Sym Financial Corp

  • $745 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2022 Filed on Jul 19, 2022
2
$134.47 - $162.71 $269 - $325
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Jul 19, 2022
1,154
$37.64 - $48.83 $43.4K - $56.3K
FXI
Ishares Tr

ETFs
Q2 2022 Filed on Jul 19, 2022
1,012
$28.01 - $34.33 $28.3K - $34.7K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2022 Filed on Apr 22, 2022
453
$67.88 - $85.29 $30.7K - $38.6K
IYM
Ishares Tr

ETFs
Q1 2022 Filed on Apr 22, 2022
151
$128.72 - $151.73 $19.4K - $22.9K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2021 Filed on Feb 03, 2022
1,273
$63.0 - $67.99 $80.2K - $86.6K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
19
$105.06 - $113.44 $2K - $2.16K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 03, 2022
65
$59.32 - $60.73 $3.86K - $3.95K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q4 2021 Filed on Feb 03, 2022
3,218
$68.99 - $73.74 $222K - $237K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Feb 03, 2022
922
$92.55 - $94.67 $85.3K - $87.3K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q4 2021 Filed on Feb 03, 2022
317
N/A
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2021 Filed on Feb 03, 2022
322
$25.89 - $26.28 $8.34K - $8.46K
INTC
Intel Corp

Technology
Q4 2021 Filed on Feb 03, 2022
4,499
$47.89 - $56.0 $215K - $252K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 03, 2022
29
$66.4 - $67.68 $1.93K - $1.96K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
75
$52.71 - $53.35 $3.95K - $4K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
18
$85.49 - $98.01 $1.54K - $1.76K
VGSH
Vanguard

ETFs
Q4 2021 Filed on Feb 03, 2022
959
$60.79 - $61.43 $58.3K - $58.9K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
Q4 2021 Filed on Feb 03, 2022
2,606
$43.48 - $49.19 $113K - $128K
Ishares Tr
Q4 2021 Filed on Feb 03, 2022
320
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q4 2021 Filed on Feb 03, 2022
314
$25.66 - $25.97 $8.06K - $8.15K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q4 2021 Filed on Feb 03, 2022
9
$85.99 - $92.77 $774 - $835
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 15, 2021
754
$49.5 - $54.84 $37.3K - $41.3K
Gabelli Equity Tr Inc
Q3 2021 Filed on Oct 15, 2021
8,170
N/A
General Electric CO
Q3 2021 Filed on Oct 15, 2021
25,044
N/A
RTX
Raytheon Technologies Corp

Industrials
Q2 2021 Filed on Jul 20, 2021
3,368
$77.09 - $89.45 $260K - $301K
Tcf Finl Corp
Q2 2021 Filed on Jul 20, 2021
8,897
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2021 Filed on Apr 19, 2021
7,129
$51.27 - $51.41 $366K - $367K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2020 Filed on Jan 26, 2021
26
$33.98 - $37.77 $883 - $982
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2020 Filed on Jan 26, 2021
53
$82.66 - $83.25 $4.38K - $4.41K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q3 2020 Filed on Oct 13, 2020
42,069
$8.9 - $10.46 $374K - $440K
Alps ETF Tr
Q2 2020 Filed on Jul 27, 2020
12,300
N/A
YYY
Amplify ETF Tr High Income ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
16,549
$12.15 - $15.11 $201K - $250K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
Q2 2020 Filed on Jul 27, 2020
92,845
$20.27 - $24.01 $1.88M - $2.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2020 Filed on Jul 27, 2020
2,087
$39.28 - $49.82 $82K - $104K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
Q2 2020 Filed on Jul 27, 2020
21,384
$52.27 - $72.14 $1.12M - $1.54M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
Q2 2020 Filed on Jul 27, 2020
5,840
$17.1 - $20.82 $99.9K - $122K
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
7,386
N/A
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2020 Filed on Jul 27, 2020
25,100
$59.26 - $80.55 $1.49M - $2.02M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2020 Filed on Jul 27, 2020
12,690
$18.9 - $21.0 $240K - $266K
INTF
Ishares Tr

ETFs
Q2 2020 Filed on Jul 27, 2020
11,032
$19.4 - $24.22 $214K - $267K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 28, 2020
1,001
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on Apr 28, 2020
80
$31.74 - $50.24 $2.54K - $4.02K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
74
$40.51 - $69.57 $3K - $5.15K
IXP
Ishares Global Comm Services E

ETFs
Q1 2020 Filed on Apr 28, 2020
83
$47.34 - $64.95 $3.93K - $5.39K
SUB
Ishares Short Term National Mu

ETFs
Q1 2020 Filed on Apr 28, 2020
156
$97.45 - $107.63 $15.2K - $16.8K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 28, 2020
950
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2020 Filed on Apr 28, 2020
55
$48.55 - $70.86 $2.67K - $3.9K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2020 Filed on Apr 28, 2020
167
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 28, 2020
299
N/A
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