Roberts Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History
Roberts Wealth Advisors, LLC
- $274 Million
- Q2 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 3,691 shares of XLB stock, worth $357,731. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,691
Previous 3,643
1.32%
Holding current value
$357,731
Previous $338,000
3.85%
% of portfolio
0.12%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding XLB
# of Institutions
906Shares Held
56.6MCall Options Held
11MPut Options Held
12.6M-
Morgan Stanley New York, NY6.94MShares$673 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY5.34MShares$517 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC5.19MShares$503 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$293 Million0.07% of portfolio
-
Ing Groep Nv1.9MShares$184 Million1.02% of portfolio