Roberts Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 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 2,990 shares of XLB stock, worth $262,581. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,990
Previous 3,691
18.99%
Holding current value
$262,581
Previous $355,000
29.3%
% of portfolio
0.08%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding XLB
# of Institutions
955Shares Held
62.1MCall Options Held
9.93MPut Options Held
12.9M-
Goldman Sachs Group Inc New York, NY6.11MShares$537 Million0.08% of portfolio
-
Morgan Stanley New York, NY5.83MShares$512 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC5.47MShares$480 Million0.04% of portfolio
-
Barclays PLC London, X05.03MShares$442 Million0.12% of portfolio
-
Cibc World Market Inc. Toronto, A62.44MShares$214 Million0.43% of portfolio