Lauterbach Financial Advisors, LLC BSVO Holdings History
Lauterbach Financial Advisors, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 340,954.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $6.95 Mil. This investment constitutes 3.82% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.47% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2023Q1. And since then Lauterbach Financial Advisors, LLC has made 5 purchases of BSVO, at an average price of $17.73, for a total of 385,620.00 shares. In addition, there have been 5 sales at an average price of $20.87 for 44,666.00 shares. Based on historical transaction data and BSVO's current price of $21.45, Lauterbach Financial Advisors, LLC's estimated gain on his BSVO holdings is $1.41 Mil, reflecting a 20.58% gain to date.
Lauterbach Financial Advisors, LLC BSVO ($21.45) Holding Chart
Lauterbach Financial Advisors, LLC BSVO ($21.45) 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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