Alpha Architect 1-3 Month Box ETF (BATS:BOXX) Shares Purchased by Atlantic Private Wealth LLC

Atlantic Private Wealth LLC increased its stake in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 58.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 324 shares of the company’s stock after acquiring an additional 120 shares during the quarter. Atlantic Private Wealth LLC’s holdings in Alpha Architect 1-3 Month Box ETF were worth $36,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC grew its holdings in shares of Alpha Architect 1-3 Month Box ETF by 37.5% during the fourth quarter. Farther Finance Advisors LLC now owns 16,782 shares of the company’s stock worth $1,851,000 after buying an additional 4,576 shares in the last quarter. Morse Asset Management Inc lifted its position in Alpha Architect 1-3 Month Box ETF by 26.7% in the third quarter. Morse Asset Management Inc now owns 19,000 shares of the company’s stock valued at $2,070,000 after buying an additional 4,000 shares during the last quarter. Magnolia Private Wealth LLC acquired a new position in Alpha Architect 1-3 Month Box ETF in the fourth quarter valued at about $2,748,000. Aspect Partners LLC lifted its position in Alpha Architect 1-3 Month Box ETF by 2.1% in the fourth quarter. Aspect Partners LLC now owns 36,929 shares of the company’s stock valued at $4,073,000 after buying an additional 772 shares during the last quarter. Finally, Avondale Wealth Management lifted its position in Alpha Architect 1-3 Month Box ETF by 379.2% in the fourth quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock valued at $4,228,000 after buying an additional 30,336 shares during the last quarter.

Alpha Architect 1-3 Month Box ETF Price Performance

BATS BOXX opened at $111.33 on Thursday. The firm’s 50-day moving average is $110.90 and its two-hundred day moving average is $109.95. Alpha Architect 1-3 Month Box ETF has a 12 month low of $106.27 and a 12 month high of $111.35. The stock has a market capitalization of $5.54 billion and a P/E ratio of 28.79.

Alpha Architect 1-3 Month Box ETF Company Profile

The Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of derivatives BOXX was launched on Dec 28, 2022 and is managed by Alpha Architect.