Madison Wealth Partners, Inc BOXX Holdings History
Madison Wealth Partners, Inc's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 16,778.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $1.87 Mil. This investment constitutes 0.46% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.03% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q2. And since then Madison Wealth Partners, Inc has made 3 purchases of BOXX, at an average price of $109.12, for a total of 18,417.00 shares. In addition, there have been 1 sales at an average price of $109.59 for 1,639.00 shares. Based on historical transaction data and BOXX's current price of $112.77, Madison Wealth Partners, Inc's estimated gain on his BOXX holdings is $62,028.91, reflecting a 3.09% gain to date.
Madison Wealth Partners, Inc BOXX ($112.77) Holding Chart
Madison Wealth Partners, Inc BOXX ($112.77) 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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