Roberts Wealth Advisors, LLC COHERENT CORP Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024
Number of Shares
27,170
Previous 26,971 0.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
199 Added 0.74%
27,170 $0
Q3 2024

Oct 15, 2024
BUY
N/A
959 Added 3.69%
26,971 $0
Q2 2024

Aug 13, 2024
BUY
N/A
869 Added 3.46%
26,012 $0
Q1 2024

Apr 17, 2024
BUY
N/A
25,143 New
25,143 $0
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email