Aspiriant Risk-Managed Equity Allocation Fund AMT Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's American Tower Corp Holding Summary
As of 2025-03-31, Aspiriant Trust held 7,108.00 shares of American Tower Corp(AMT), totaling $1.55 Mil. This investment constitutes 0.3% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding American Tower Corp(AMT) stock.
The initial trade took place in 2020Q2. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 4 purchases of AMT, at an average price of $210.89, for a total of 19,622.00 shares. In addition, there have been 3 sales at an average price of $211.26 for 12,514.00 shares. Based on historical transaction data and AMT's current price of $232.35, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his AMT holdings is $157,095.70, reflecting a 3.80% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund AMT ($232.35) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund AMT ($232.35) 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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