Avondale Wealth Management BOXX Holdings History
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 % |
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