Ethos Financial Group, LLC BOXX Holdings History
Ethos Financial Group, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 325,997.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $35.96 Mil. This investment constitutes 3.51% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.6% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then Ethos Financial Group, LLC has made 3 purchases of BOXX, at an average price of $107.17, for a total of 333,788.00 shares. In addition, there have been 1 sales at an average price of $109.59 for 7,791.00 shares. Based on historical transaction data and BOXX's current price of $112.84, Ethos Financial Group, LLC's estimated gain on his BOXX holdings is $1.87 Mil, reflecting a 5.22% gain to date.
Ethos Financial Group, LLC BOXX ($112.84) Holding Chart
Ethos Financial Group, LLC BOXX ($112.84) 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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