True Wealth Design, LLC BOXX Holdings History
True Wealth Design, LLC's Alpha Architect 1-3 Month Box ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 572,712.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $63.85 Mil. This investment constitutes 24.32% of their stock portfolio, and True Wealth Design, LLC now holds 1.05% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.
The initial trade took place in 2023Q1. And since then True Wealth Design, LLC has made 8 purchases of BOXX, at an average price of $104.06, for a total of 608,984.00 shares. In addition, there have been 1 sales at an average price of $108.36 for 36,272.00 shares. Based on historical transaction data and BOXX's current price of $112.92, True Wealth Design, LLC's estimated gain on his BOXX holdings is $5.23 Mil, reflecting a 8.25% gain to date.
True Wealth Design, LLC BOXX ($112.92) Holding Chart
True Wealth Design, LLC BOXX ($112.92) 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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