A detailed history of Concurrent Investment Advisors, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,179 shares of SYM stock, worth $359,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,179
Previous 7,325 15.65%
Holding current value
$359,494
Previous $285 Million 17.03%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$39.68 - $63.21 $45,473 - $72,438
-1,146 Reduced 15.65%
6,179 $333 Million
Q2 2025

Jul 25, 2025

BUY
$17.5 - $38.85 $128,187 - $284,576
7,325 New
7,325 $285 Million

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $3.22B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
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