Number of Shares
57,630.00
Current Holdings Value*
$6.49 Mil
% of Portfolio
3.63%
Total Estimate Gain
$164,012.18
% of Total Estimate Gain
2.59%

Avondale Wealth Management's Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-06-30, Avondale Wealth Management held 57,630.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $6.49 Mil. This investment constitutes 3.63% of their stock portfolio, and Avondale Wealth Management now holds 0.09% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2024Q2. And since then Avondale Wealth Management has made 5 purchases of BOXX, at an average price of $110.09, for a total of 57,630.00 shares. Based on historical transaction data and BOXX's current price of $112.94, Avondale Wealth Management's estimated gain on his BOXX holdings is $164,012.18, reflecting a 2.59% gain to date.

Avondale Wealth Management BOXX ($112.94) Holding Chart

Avondale Wealth Management 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 %

Top Ranked Articles

  • 1