Number of Shares
15,962.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
0.49%
Total Estimate Gain
$4.64 Mil
% of Total Estimate Gain
83.12%

Aspiriant Risk-Managed Equity Allocation Fund's Alphabet Inc Holding Summary

As of 2025-03-31, Aspiriant Trust held 15,962.00 shares of Alphabet Inc(GOOG), totaling $2.49 Mil. This investment constitutes 0.49% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2020Q2. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 8 purchases of GOOG, at an average price of $77.99, for a total of 71,537.00 shares. In addition, there have been 11 sales at an average price of $130.44 for 55,575.00 shares. Based on historical transaction data and GOOG's current price of $185.94, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his GOOG holdings is $4.64 Mil, reflecting a 83.12% gain to date.

Aspiriant Risk-Managed Equity Allocation Fund GOOG ($185.94) Holding Chart

Aspiriant Risk-Managed Equity Allocation Fund GOOG ($185.94) 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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