Roberts Wealth Advisors LLC decreased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,476 shares of the CRM provider’s stock after selling 46 shares during the period. Salesforce […]
Roberts Wealth Advisors LLC raised its stake in GSK plc (NYSE:GSK – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 80,437 shares of the pharmaceutical company’s stock after acquiring an additional 9,320 shares during the period. GSK […]
Roberts Wealth Advisors LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 11.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,795 shares of the company’s stock after acquiring an additional […]
Roberts Wealth Advisors LLC increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.8% in the fourth quarter, Holdings Channel reports. The firm owned 45,515 shares of the company’s stock after purchasing an additional 2,917 shares during the period. Vanguard Small-Cap ETF comprises 4.5% of Roberts Wealth Advisors LLC’s holdings, making the […]
Roberts Wealth Advisors LLC lowered its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 56,221 shares of the company’s stock after selling 500 shares during the period. Vanguard Short-Term Corporate Bond ETF […]