Able Wealth Management LLC BOXX Holdings History
Able Wealth Management LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 7,909.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $881,810.00. This investment constitutes 0.52% of their stock portfolio, and Able Wealth Management LLC now holds 0.02% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2025Q1. And since then Able Wealth Management LLC has made 1 purchases of BOXX, at an average price of $110.94, for a total of 7,909.00 shares. Based on historical transaction data and BOXX's current price of $112.94, Able Wealth Management LLC's estimated gain on his BOXX holdings is $15,818.00, reflecting a 1.80% gain to date.
Able Wealth Management LLC BOXX ($112.94) Holding Chart
Able Wealth Management LLC BOXX ($112.94) 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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