LGL PARTNERS, LLC BOXX Holdings History

Number of Shares
9,000.00
Current Holdings Value*
$1.00 Mil
% of Portfolio
0.48%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
3.06%

LGL PARTNERS, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 9,000.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $1.00 Mil. This investment constitutes 0.48% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.02% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2024Q2. And since then LGL PARTNERS, LLC has made 1 purchases of BOXX, at an average price of $107.12, for a total of 648,794.00 shares. In addition, there have been 3 sales at an average price of $110.36 for 639,794.00 shares. Based on historical transaction data and BOXX's current price of $112.76, LGL PARTNERS, LLC's estimated gain on his BOXX holdings is $2.13 Mil, reflecting a 3.06% gain to date.

LGL PARTNERS, LLC BOXX ($112.76) Holding Chart

LGL PARTNERS, LLC BOXX ($112.76) 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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