Roberts Financial LLC's ownership history for SHV

Roberts Financial LLC currently holds 7.4K shares with a market value of $819.3K. It started holding SHV on 2024-09-30. At its peak, it held 7.4K shares on 2025-06-30. Its highest holding value was $820.5K on 2025-06-30. At its lowest, it held 6.1K shares on 2024-12-31, with a value of $671.3K on 2024-12-31. In the recent 180 days, Roberts Financial LLC has increased its shares by 1.1K. In the recent year, Roberts Financial LLC has increased its shares by 1.1K.