Number of Shares
34,105.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
2.86%
Total Estimate Gain
$279,767.58
% of Total Estimate Gain
6.75%

Seed Wealth Management, Inc.'s Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 34,105.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $3.84 Mil. This investment constitutes 2.86% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.06% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2023Q2. And since then Seed Wealth Management, Inc. has made 8 purchases of BOXX, at an average price of $104.84, for a total of 39,545.00 shares. In addition, there have been 1 sales at an average price of $105.79 for 5,440.00 shares. Based on historical transaction data and BOXX's current price of $112.89, Seed Wealth Management, Inc.'s estimated gain on his BOXX holdings is $279,767.58, reflecting a 6.75% gain to date.

Seed Wealth Management, Inc. BOXX ($112.89) Holding Chart

Seed Wealth Management, Inc. 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 %

Top Ranked Articles

  • 1