Aspect Partners, LLC BOXX Holdings History

Number of Shares
46,433.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
2.96%
Total Estimate Gain
$310,138.54
% of Total Estimate Gain
5.62%

Aspect Partners, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-03-31, Aspect Partners, LLC held 46,433.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $5.18 Mil. This investment constitutes 2.96% of their stock portfolio, and Aspect Partners, LLC now holds 0.09% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 4 purchases of BOXX, at an average price of $106.23, for a total of 51,992.00 shares. In addition, there have been 1 sales at an average price of $107.12 for 5,559.00 shares. Based on historical transaction data and BOXX's current price of $112.80, Aspect Partners, LLC's estimated gain on his BOXX holdings is $310,138.54, reflecting a 5.62% gain to date.

Aspect Partners, LLC BOXX ($112.80) Holding Chart

Aspect Partners, LLC BOXX ($112.80) 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 %

Top Ranked Articles

  • 1