Epic Trust Investment Advisors, LLC BOXX Holdings History
Epic Trust Investment Advisors, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 14,679.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $1.58 Mil. This investment constitutes 1.76% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then Epic Trust Investment Advisors, LLC has made 2 purchases of BOXX, at an average price of $106.74, for a total of 14,679.00 shares. Based on historical transaction data and BOXX's current price of $112.93, Epic Trust Investment Advisors, LLC's estimated gain on his BOXX holdings is $90,823.11, reflecting a 5.80% gain to date.
Epic Trust Investment Advisors, LLC BOXX ($112.93) Holding Chart
Epic Trust Investment Advisors, LLC BOXX ($112.93) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
