Arete Wealth Advisors, LLC BOXX Holdings History
Arete Wealth Advisors, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 87,894.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $9.80 Mil. This investment constitutes 0.75% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.16% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q2. And since then Arete Wealth Advisors, LLC has made 4 purchases of BOXX, at an average price of $110.50, for a total of 87,894.00 shares. Based on historical transaction data and BOXX's current price of $112.89, Arete Wealth Advisors, LLC's estimated gain on his BOXX holdings is $209,922.40, reflecting a 2.16% gain to date.
Arete Wealth Advisors, LLC BOXX ($112.89) Holding Chart
Arete Wealth Advisors, LLC BOXX ($112.89) 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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