Number of Shares
83,601.00
Current Holdings Value*
$9.42 Mil
% of Portfolio
3.25%
Total Estimate Gain
$363,623.29
% of Total Estimate Gain
1.90%

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

As of 2025-06-30, Pinion Investment Advisors, LLC held 83,601.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $9.42 Mil. This investment constitutes 3.25% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.13% 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 2 sales at an average price of $111.41 for 90,498.00 shares. Based on historical transaction data and BOXX's current price of $112.94, Pinion Investment Advisors, LLC's estimated gain on his BOXX holdings is $363,623.29, reflecting a 1.90% gain to date.

Pinion Investment Advisors, LLC BOXX ($112.94) Holding Chart

Pinion Investment Advisors, LLC BOXX ($112.94) 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 %

Top Ranked Articles

  • 1