RF&L WEALTH MANAGEMENT, LLC BSVO Holdings History
Number of Shares
23,586.00
Current Holdings Value*
$480,680.00
% of Portfolio
0.31%
Total Estimate Gain
$57,078.12
% of Total Estimate Gain
12.66%
RF&L WEALTH MANAGEMENT, LLC's EA Bridgeway Omni Small-Cap Value ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 23,586.00 shares of EA Bridgeway Omni Small-Cap Value ETF(BSVO), totaling $480,680.00. This investment constitutes 0.31% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding EA Bridgeway Omni Small-Cap Value ETF(BSVO) stock.
The initial trade took place in 2025Q2. And since then RF&L WEALTH MANAGEMENT, LLC has made 1 purchases of BSVO, at an average price of $19.11, for a total of 23,586.00 shares. Based on historical transaction data and BSVO's current price of $21.53, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his BSVO holdings is $57,078.12, reflecting a 12.66% gain to date.
RF&L WEALTH MANAGEMENT, LLC BSVO ($21.53) Holding Chart
RF&L WEALTH MANAGEMENT, LLC BSVO ($21.53) 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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