True Wealth Design, LLC's ownership history for BOXX

True Wealth Design, LLC currently holds 476.3K shares with a market value of $54.8M. It started holding BOXX on 2024-12-31. At its peak, it held 572.7K shares on 2025-03-31. Its highest holding value was $63.9M on 2025-03-31. At its lowest, it held 371.4K shares on 2025-06-30, with a value of $41.8M on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 104.9K. In the recent year, True Wealth Design, LLC has decreased its shares by 88.2K.