Number of Shares
49,816.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
1.52%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
109.88%

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

As of 2025-03-31, Aspiriant Trust held 49,816.00 shares of Alphabet Inc(GOOGL), totaling $7.70 Mil. This investment constitutes 1.52% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 7 purchases of GOOGL, at an average price of $74.12, for a total of 74,906.00 shares. In addition, there have been 6 sales at an average price of $96.98 for 25,090.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his GOOGL holdings is $6.10 Mil, reflecting a 109.88% gain to date.

Aspiriant Risk-Managed Equity Allocation Fund GOOGL ($185.06) Holding Chart

Aspiriant Risk-Managed Equity Allocation Fund GOOGL ($185.06) 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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