TCFG WEALTH MANAGEMENT, LLC BOXX Holdings History
TCFG WEALTH MANAGEMENT, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 41,213.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $4.59 Mil. This investment constitutes 2.31% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 2 purchases of BOXX, at an average price of $108.37, for a total of 41,213.00 shares. Based on historical transaction data and BOXX's current price of $112.82, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his BOXX holdings is $183,420.37, reflecting a 4.11% gain to date.
TCFG WEALTH MANAGEMENT, LLC BOXX ($112.82) Holding Chart
TCFG WEALTH MANAGEMENT, LLC BOXX ($112.82) 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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