Kaufman Rossin Wealth, LLC BSVO Holdings History
Kaufman Rossin Wealth, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 1.17 Mil shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $23.81 Mil. This investment constitutes 15.07% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 1.63% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 1 purchases of BSVO, at an average price of $22.01, for a total of 1.17 Mil shares. In addition, there have been 1 sales at an average price of $20.99 for 519.00 shares. Based on historical transaction data and BSVO's current price of $21.13, Kaufman Rossin Wealth, LLC's estimated gain on his BSVO holdings is $-1.04 Mil, reflecting a -4.02% gain to date.
Kaufman Rossin Wealth, LLC BSVO ($21.13) Holding Chart
Kaufman Rossin Wealth, 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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