SUMMIT WEALTH & RETIREMENT PLANNING, INC. BOXX Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 130,485.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $14.55 Mil. This investment constitutes 4.46% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.24% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 5 purchases of BOXX, at an average price of $106.25, for a total of 130,485.00 shares. Based on historical transaction data and BOXX's current price of $112.80, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his BOXX holdings is $854,345.67, reflecting a 6.16% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. BOXX ($112.80) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. BOXX ($112.80) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
