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Symbotic shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $789k 18k 45.00
2023-12-31 $1.0M 20k 51.33
2023-09-30 $469k 14k 33.43

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Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement 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