Magnolia Private Wealth, LLC BOXX Holdings History
Number of Shares
15,675.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
1.44%
Total Estimate Gain
$62,170.50
% of Total Estimate Gain
2.28%
Magnolia Private Wealth, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 15,675.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $1.75 Mil. This investment constitutes 1.44% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.03% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $110.94 for 9,245.00 shares. Based on historical transaction data and BOXX's current price of $112.76, Magnolia Private Wealth, LLC's estimated gain on his BOXX holdings is $62,170.50, reflecting a 2.28% gain to date.
Magnolia Private Wealth, LLC BOXX ($112.76) Holding Chart
Magnolia Private Wealth, 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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