Symbotic shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Symbotic by Advisor Group Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $667k | 15k | 45.00 |
2023-12-31 | $672k | 13k | 51.33 |
2023-09-30 | $603k | 18k | 33.43 |
2023-06-30 | $2.0M | 47k | 42.81 |
2023-03-31 | $99k | 4.3k | 22.84 |
2022-12-31 | $53k | 4.3k | 12.28 |
2022-09-30 | $36k | 3.3k | 11.03 |
2022-06-30 | $20k | 1.8k | 11.03 |