Roberts Wealth Advisors, LLC's ownership history for XLRE

Roberts Wealth Advisors, LLC currently holds 11.2K shares with a market value of $453.0K. It started holding XLRE on 2024-09-30. At its peak, it held 11.2K shares on 2025-12-31. Its highest holding value was $453.0K on 2025-12-31. At its lowest, it held 8.8K shares on 2025-03-31, with a value of $358.0K on 2024-12-31. In the recent 180 days, Roberts Wealth Advisors, LLC has increased its shares by 2.1K. In the recent year, Roberts Wealth Advisors, LLC has increased its shares by 2.3K.