Number of Shares
8,617.00
Current Holdings Value*
$960,710.00
% of Portfolio
0.49%
Total Estimate Gain
$107,205.11
% of Total Estimate Gain
4.05%

CONTINUUM WEALTH ADVISORS, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 8,617.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $960,710.00. This investment constitutes 0.49% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2023Q2. And since then CONTINUUM WEALTH ADVISORS, LLC has made 6 purchases of BOXX, at an average price of $107.28, for a total of 24,665.00 shares. In addition, there have been 1 sales at an average price of $110.94 for 16,048.00 shares. Based on historical transaction data and BOXX's current price of $112.91, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his BOXX holdings is $107,205.11, reflecting a 4.05% gain to date.

CONTINUUM WEALTH ADVISORS, LLC BOXX ($112.91) Holding Chart

CONTINUUM WEALTH ADVISORS, LLC BOXX ($112.91) 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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