Number of Shares
5,905.00
Current Holdings Value*
$368,590.00
% of Portfolio
0.08%
Total Estimate Gain
$94,420.95
% of Total Estimate Gain
24.79%

SATOVSKY ASSET MANAGEMENT LLC's ACIM Holding Summary

As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 5,905.00 shares of ACIM(ACIM), totaling $368,590.00. This investment constitutes 0.08% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds -% of the outstanding ACIM(ACIM) stock.

The initial trade took place in 2025Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 1 purchases of ACIM, at an average price of $64.49, for a total of 5,905.00 shares. Based on historical transaction data and ACIM's current price of $80.48, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his ACIM holdings is $94,420.95, reflecting a 24.79% gain to date.

SATOVSKY ASSET MANAGEMENT LLC ACIM ($80.48) Holding Chart

SATOVSKY ASSET MANAGEMENT LLC ACIM ($80.48) 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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