Number of Shares
3,964.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.31%
Total Estimate Gain
$385,870.74
% of Total Estimate Gain
10.41%

Aspiriant Risk-Managed Equity Allocation Fund's Aon PLC Holding Summary

As of 2025-03-31, Aspiriant Trust held 3,964.00 shares of Aon PLC(AON), totaling $1.58 Mil. This investment constitutes 0.31% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Aon PLC(AON) stock.

The initial trade took place in 2021Q2. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 2 purchases of AON, at an average price of $286.87, for a total of 12,918.00 shares. In addition, there have been 4 sales at an average price of $299.31 for 8,954.00 shares. Based on historical transaction data and AON's current price of $356.11, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his AON holdings is $385,870.74, reflecting a 10.41% gain to date.

Aspiriant Risk-Managed Equity Allocation Fund AON ($356.11) Holding Chart

Aspiriant Risk-Managed Equity Allocation Fund AON ($356.11) 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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