Back to SYM

Arta Finance Wealth Management LLC → SYM

Arta Finance Wealth Management LLC SYM Position History

Symbotic Inc. • Technology

Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M31.4K——
Q2 2026$1.3M29.2K——
Q1 2026$1.1M19.8K——
Q4 2025$1.1M18.9K——

Other funds holding SYM

Other Arta Finance Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$20.3M
VGES

VANGUARD INDEX FDS

$18.7M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$17.2M
BTCW

WISDOMTREE TR

$15.7M
STT-PG

SPDR SERIES TRUST

$15.7M
VGES

VANGUARD INDEX FDS

$15M
BTCW

WISDOMTREE TR

$14.7M