Legacy Capital Wealth Partners, LLC
Holdings in SYM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,163,853 | 53,174 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $2,866,078 | 53,174 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $2,065,809 | 53,174 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $992,593 | 49,114 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,164,492 | 49,114 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $1,197,890 | 49,114 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,726,848 | 49,114 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $1,950,540 | 38,000 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,270,340 | 38,000 | Shares | Sole | 2023-10-16 |