Roberts Wealth Advisors, LLC's ownership history for XLI
Roberts Wealth Advisors, LLC currently holds 8.0K shares with a market value of $1.2M. It started holding XLI on 2024-09-30. At its peak, it held 8.0K shares on 2025-12-31. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 7.2K shares on 2025-03-31, with a value of $943.1K on 2025-03-31. In the recent 180 days, Roberts Wealth Advisors, LLC has increased its shares by 758. In the recent year, Roberts Wealth Advisors, LLC has increased its shares by 543.
Roberts Wealth Advisors, LLC's ownership history for XLI