JDH Wealth Management, LLC BSVO Holdings History
JDH Wealth Management, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 298,660.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $5.81 Mil. This investment constitutes 4.98% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.43% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $20.99 for 5,422.00 shares. Based on historical transaction data and BSVO's current price of $21.31, JDH Wealth Management, LLC's estimated gain on his BSVO holdings is $-365,085.92, reflecting a -5.34% gain to date.
JDH Wealth Management, LLC BSVO ($21.31) Holding Chart
JDH Wealth Management, LLC BSVO ($21.31) 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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