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Roberts Wealth Advisors LLC Has $3 11 Million Stock Holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Roberts Wealth Advisors LLC Has $3 11 Million Stock Holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB)
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Roberts Wealth Advisors LLC Sells 109 Shares of Diageo plc (NYSE:DEO)

Roberts Wealth Advisors LLC Sells 109 Shares of Diageo plc (NYSE:DEO)
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JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Purchased by Roberts Wealth Advisors LLC

JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Purchased by Roberts Wealth Advisors LLC
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Roberts Wealth Advisors LLC Increases Holdings in American Tower Co (NYSE:AMT)

Roberts Wealth Advisors LLC raised its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,882 shares of the real estate investment trust’s stock after buying an additional 340 […]

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Roberts Wealth Advisors LLC Has $1 81 Million Stock Holdings in Akamai Technologies, Inc (NASDAQ:AKAM)

Roberts Wealth Advisors LLC cut its holdings in Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 0.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 15,270 shares of the technology infrastructure company’s stock after selling 93 shares during the quarter. Roberts Wealth Advisors LLC’s holdings in Akamai Technologies were worth $1,807,000 at the […]

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