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Pathstone Family Office’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Pathstone Family Office’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$309K Buy
+16,897
New +$316K ﹤0.01% 1296

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Pathstone Family Office's BSVO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2023: 16,897 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings.

62 funds tracked by Wall St. Rank hold BSVO as of Q3 2023.

  • Pathstone Family Office held 16,897 shares of EA Bridgeway Omni Small-Cap Value ETF worth $309K as of Q3 2023.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Pathstone Family Office position in Q3 2023.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1296 holding.
  • 62 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.