Roberts Wealth Advisors, LLC's ownership history for XLF

Roberts Wealth Advisors, LLC currently holds 27.9K shares with a market value of $1.5M. It started holding XLF on 2024-09-30. At its peak, it held 31.0K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 27.2K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Roberts Wealth Advisors, LLC has decreased its shares by 3.0K. In the recent year, Roberts Wealth Advisors, LLC has decreased its shares by 2.8K.