Number of Shares
331,745.00
Current Holdings Value*
$17.47 Mil
% of Portfolio
3.91%
Total Estimate Gain
$-524,157.10
% of Total Estimate Gain
-2.97%

SATOVSKY ASSET MANAGEMENT LLC's iShares New York Muni Bond ETF Holding Summary

As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 331,745.00 shares of iShares New York Muni Bond ETF(NYF), totaling $17.47 Mil. This investment constitutes 3.91% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 1.98% of the outstanding iShares New York Muni Bond ETF(NYF) stock.

The initial trade took place in 2025Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 1 purchases of NYF, at an average price of $53.23, for a total of 331,745.00 shares. Based on historical transaction data and NYF's current price of $51.65, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his NYF holdings is $-524,157.10, reflecting a -2.97% gain to date.

SATOVSKY ASSET MANAGEMENT LLC NYF ($51.65) Holding Chart

SATOVSKY ASSET MANAGEMENT LLC NYF ($51.65) 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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