Capstone Wealth Management, LLC BSVO Holdings History
Capstone Wealth Management, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 567,968.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $11.04 Mil. This investment constitutes 11% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.81% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of BSVO, at an average price of $22.46, for a total of 567,968.00 shares. Based on historical transaction data and BSVO's current price of $21.19, Capstone Wealth Management, LLC's estimated gain on his BSVO holdings is $-722,892.04, reflecting a -5.67% gain to date.
Capstone Wealth Management, LLC BSVO ($21.19) Holding Chart
Capstone Wealth Management, LLC BSVO ($21.19) 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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