Number of Shares
149,576.00
Current Holdings Value*
$16.68 Mil
% of Portfolio
3.68%
Total Estimate Gain
$421,363.95
% of Total Estimate Gain
2.20%

Pinion Investment Advisors, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-03-31, Pinion Investment Advisors, LLC held 149,576.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $16.68 Mil. This investment constitutes 3.68% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.29% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2024Q2. And since then Pinion Investment Advisors, LLC has made 3 purchases of BOXX, at an average price of $110.05, for a total of 174,099.00 shares. In addition, there have been 1 sales at an average price of $109.59 for 24,523.00 shares. Based on historical transaction data and BOXX's current price of $112.95, Pinion Investment Advisors, LLC's estimated gain on his BOXX holdings is $421,363.95, reflecting a 2.20% gain to date.

Pinion Investment Advisors, LLC BOXX ($112.95) Holding Chart

Pinion Investment Advisors, LLC BOXX ($112.95) 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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