HMV Wealth Advisors, LLC BSVO Holdings History
Number of Shares
416,602.00
Current Holdings Value*
$8.10 Mil
% of Portfolio
6.42%
Total Estimate Gain
$-256,402.72
% of Total Estimate Gain
-2.83%
HMV Wealth Advisors, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 416,602.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $8.10 Mil. This investment constitutes 6.42% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.6% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of BSVO, at an average price of $21.74, for a total of 416,602.00 shares. Based on historical transaction data and BSVO's current price of $21.13, HMV Wealth Advisors, LLC's estimated gain on his BSVO holdings is $-256,402.72, reflecting a -2.83% gain to date.
HMV Wealth Advisors, LLC BSVO ($21.13) Holding Chart
HMV Wealth Advisors, LLC BSVO ($21.13) 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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