Aspiriant Risk-Managed Equity Allocation Fund V Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's Visa Inc Holding Summary
As of 2025-03-31, Aspiriant Trust held 20,376.00 shares of Visa Inc(V), totaling $7.14 Mil. This investment constitutes 1.41% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 6 purchases of V, at an average price of $196.12, for a total of 40,220.00 shares. In addition, there have been 10 sales at an average price of $231.75 for 19,844.00 shares. Based on historical transaction data and V's current price of $349.05, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his V holdings is $3.82 Mil, reflecting a 48.47% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund V ($349.05) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund V ($349.05) 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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