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Symbotic shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 9.7k 45.00
2023-12-31 $338k 6.6k 51.33
2023-09-30 $221k 6.6k 33.43
2023-06-30 $322k 7.5k 42.81

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Symbotic

Softbank Group Corp
Baillie Gifford & Co
Vanguard Group
Voloridge Investment Management
FMR
Susquehanna International
Millennium Management
BlackRock
Goldman Sachs Group
Raymond James & Associates
Mirae Asset Global Investments
First Trust Advisors
Two Sigma Investments
Bank of America Corporation
Citadel Advisors

View all funds holding Symbotic