Moser Wealth Advisors, LLC BOXX Holdings History
Number of Shares
27,880.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
1.63%
Total Estimate Gain
$142,445.75
% of Total Estimate Gain
4.74%
Moser Wealth Advisors, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 27,880.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $3.11 Mil. This investment constitutes 1.63% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0.05% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then Moser Wealth Advisors, LLC has made 5 purchases of BOXX, at an average price of $107.78, for a total of 27,880.00 shares. Based on historical transaction data and BOXX's current price of $112.89, Moser Wealth Advisors, LLC's estimated gain on his BOXX holdings is $142,445.75, reflecting a 4.74% gain to date.
Moser Wealth Advisors, LLC BOXX ($112.89) Holding Chart
Moser Wealth Advisors, LLC BOXX ($112.89) 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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