Roberts Wealth Advisors, LLC's ownership history for XLP

Roberts Wealth Advisors, LLC currently holds 7.5K shares with a market value of $583.1K. It started holding XLP on 2024-09-30. At its peak, it held 9.8K shares on 2024-09-30. Its highest holding value was $790.8K on 2024-09-30. At its lowest, it held 7.3K shares on 2025-03-31, with a value of $564.7K on 2024-12-31. In the recent 180 days, Roberts Wealth Advisors, LLC has increased its shares by 151. In the recent year, Roberts Wealth Advisors, LLC has increased its shares by 99.