Tortoise Investment Management, LLC BOXX Holdings History
Tortoise Investment Management, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, Tortoise Investment Management, LLC held 125,481.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $13.99 Mil. This investment constitutes 1.46% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.23% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2024Q1. And since then Tortoise Investment Management, LLC has made 5 purchases of BOXX, at an average price of $108.55, for a total of 125,481.00 shares. Based on historical transaction data and BOXX's current price of $112.89, Tortoise Investment Management, LLC's estimated gain on his BOXX holdings is $544,907.52, reflecting a 4.00% gain to date.
Tortoise Investment Management, LLC BOXX ($112.89) Holding Chart
Tortoise Investment Management, LLC 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 % | |||
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