Roberts Wealth Advisors, LLC's ownership history for XLK

Roberts Wealth Advisors, LLC currently holds 24.8K shares with a market value of $3.6M. It started holding XLK on 2024-09-30. At its peak, it held 24.8K shares on 2025-12-31. Its highest holding value was $3.7M on 2025-09-30. At its lowest, it held 13.3K shares on 2025-09-30, with a value of $2.8M on 2025-03-31. In the recent 180 days, Roberts Wealth Advisors, LLC has increased its shares by 11.4K. In the recent year, Roberts Wealth Advisors, LLC has increased its shares by 11.2K.