Aspiriant Risk-Managed Equity Allocation Fund META Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's Meta Platforms Inc Holding Summary
As of 2025-03-31, Aspiriant Trust held 12,717.00 shares of Meta Platforms Inc(META), totaling $7.33 Mil. This investment constitutes 1.44% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2020Q1. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 7 purchases of META, at an average price of $176.30, for a total of 54,539.00 shares. In addition, there have been 10 sales at an average price of $296.27 for 41,822.00 shares. Based on historical transaction data and META's current price of $704.28, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his META holdings is $11.73 Mil, reflecting a 122.01% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund META ($704.28) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund META ($704.28) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
