DOPKINS WEALTH MANAGEMENT, LLC BSVO Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 347,658.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $6.76 Mil. This investment constitutes 3.44% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.5% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2023Q1. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 6 purchases of BSVO, at an average price of $19.38, for a total of 565,476.00 shares. In addition, there have been 3 sales at an average price of $20.78 for 217,818.00 shares. Based on historical transaction data and BSVO's current price of $21.08, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his BSVO holdings is $898,013.27, reflecting a 8.20% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC BSVO ($21.08) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC BSVO ($21.08) 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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