Roberts Wealth Advisors, LLC FANG Holdings History
Number of Shares
10,338.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
0.51%
Total Estimate Gain
$-212,911.11
% of Total Estimate Gain
-12.77%
Roberts Wealth Advisors, LLC's Diamondback Energy Inc Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 10,338.00 shares of Diamondback Energy Inc(FANG), totaling $1.65 Mil. This investment constitutes 0.51% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Diamondback Energy Inc(FANG) stock.
The initial trade took place in 2025Q1. And since then Roberts Wealth Advisors, LLC has made 1 purchases of FANG, at an average price of $161.26, for a total of 10,338.00 shares. Based on historical transaction data and FANG's current price of $140.67, Roberts Wealth Advisors, LLC's estimated gain on his FANG holdings is $-212,911.11, reflecting a -12.77% gain to date.
Roberts Wealth Advisors, LLC FANG ($140.67) Holding Chart
Roberts Wealth Advisors, LLC FANG ($140.67) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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