Compass Ion Advisors, LLC BOXX Holdings History
Compass Ion Advisors, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-06-30, Compass Ion Advisors, LLC held 224,570.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $25.30 Mil. This investment constitutes 2.74% of their stock portfolio, and Compass Ion Advisors, LLC now holds 0.38% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then Compass Ion Advisors, LLC has made 3 purchases of BOXX, at an average price of $106.85, for a total of 271,706.00 shares. In addition, there have been 3 sales at an average price of $111.54 for 47,136.00 shares. Based on historical transaction data and BOXX's current price of $112.89, Compass Ion Advisors, LLC's estimated gain on his BOXX holdings is $1.58 Mil, reflecting a 5.43% gain to date.
Compass Ion Advisors, LLC BOXX ($112.89) Holding Chart
Compass Ion 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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