Delos Wealth Advisors, LLC TAXX Holdings History
Delos Wealth Advisors, LLC's BondBloxx IR+M Tax-Aware Short Duration ETF Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 139,094.00 shares of BondBloxx IR+M Tax-Aware Short Duration ETF(TAXX), totaling $7.03 Mil. This investment constitutes 5.57% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 4.18% of the outstanding BondBloxx IR+M Tax-Aware Short Duration ETF(TAXX) stock.
The initial trade took place in 2024Q3. And since then Delos Wealth Advisors, LLC has made 3 purchases of TAXX, at an average price of $50.53, for a total of 139,094.00 shares. Based on historical transaction data and TAXX's current price of $50.70, Delos Wealth Advisors, LLC's estimated gain on his TAXX holdings is $22,812.90, reflecting a 0.32% gain to date.
Delos Wealth Advisors, LLC TAXX ($50.70) Holding Chart
Delos Wealth Advisors, LLC TAXX ($50.70) 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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