Number of Shares
214,134.00
Current Holdings Value*
$24.13 Mil
% of Portfolio
6.8%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
4.89%

Whitcomb & Hess, Inc.'s Alpha Architect 1-3 Month Box ETF Holding Summary

As of 2025-06-30, Whitcomb & Hess, Inc. held 214,134.00 shares of Alpha Architect 1-3 Month Box ETF(BOXX), totaling $24.13 Mil. This investment constitutes 6.8% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.36% of the outstanding Alpha Architect 1-3 Month Box ETF(BOXX) stock.

The initial trade took place in 2024Q2. And since then Whitcomb & Hess, Inc. has made 4 purchases of BOXX, at an average price of $107.41, for a total of 232,586.00 shares. In addition, there have been 1 sales at an average price of $110.94 for 18,452.00 shares. Based on historical transaction data and BOXX's current price of $112.81, Whitcomb & Hess, Inc.'s estimated gain on his BOXX holdings is $1.22 Mil, reflecting a 4.89% gain to date.

Whitcomb & Hess, Inc. BOXX ($112.81) Holding Chart

Whitcomb & Hess, Inc. BOXX ($112.81) 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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