Aspiriant Defensive Allocation Fund AOR Holdings History
Aspiriant Defensive Allocation Fund's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Aspiriant Trust held 254,108.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $14.63 Mil. This investment constitutes 17.87% of their stock portfolio, and Aspiriant Trust now holds 0.64% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Defensive Allocation Fund has made 1 purchases of AOR, at an average price of $50.57, for a total of 579,319.00 shares. In addition, there have been 1 sales at an average price of $42.05 for 325,211.00 shares. Based on historical transaction data and AOR's current price of $61.36, Aspiriant Defensive Allocation Fund's estimated gain on his AOR holdings is $-28,847.85, reflecting a -0.10% gain to date.
Aspiriant Defensive Allocation Fund AOR ($61.36) Holding Chart
Aspiriant Defensive Allocation Fund AOR ($61.36) 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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