Aspiriant, LLC Closed Holding Positions

Aspiriant, LLC

  • $2.61 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Jul 25, 2022
3,091
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
135,380
$94.15 - $109.87 $12.7M - $14.9M
VFH
Vanguard Financial ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
3,847
$75.42 - $93.29 $290K - $359K
SAIC
Science Applications International Corp

Technology
Q2 2022 Filed on Jul 25, 2022
77,360
$80.48 - $94.75 $6.23M - $7.33M
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Jul 25, 2022
3,148
$119.89 - $142.83 $377K - $450K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2022 Filed on Jul 25, 2022
40,500
$24.46 - $27.54 $991K - $1.12M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2022 Filed on Jul 25, 2022
2,605
$151.34 - $207.13 $394K - $540K
WPP
Wpp PLC

Communication Services
Q2 2022 Filed on Jul 25, 2022
3,998
$48.25 - $66.36 $193K - $265K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q2 2022 Filed on Jul 25, 2022
12,900
$8.76 - $9.96 $113K - $128K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q2 2022 Filed on Jul 25, 2022
6,805
$26.87 - $29.61 $183K - $201K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Jul 25, 2022
2,670
$61.85 - $78.06 $165K - $208K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 06, 2022
774
$188.7 - $283.72 $146K - $220K
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2022 Filed on May 06, 2022
9,014
$36.82 - $39.84 $332K - $359K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on May 06, 2022
5,635
$71.53 - $82.66 $403K - $466K
MDB
Mongo Db, Inc.

Technology
Q1 2022 Filed on May 06, 2022
391
$279.98 - $487.56 $109K - $191K
ICLN
Ishares

ETFs
Q1 2022 Filed on May 06, 2022
9,735
$17.57 - $21.52 $171K - $209K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 06, 2022
1,265
$150.07 - $182.21 $190K - $230K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
2,492
$126.46 - $235.05 $315K - $586K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on May 06, 2022
2,105
$36.68 - $98.81 $77.2K - $208K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 06, 2022
1,017
$163.19 - $210.31 $166K - $214K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 06, 2022
3,320
$44.47 - $67.62 $148K - $224K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 06, 2022
158
$51.26 - $136.31 $8.1K - $21.5K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 06, 2022
9,704
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 06, 2022
1,979
$118.44 - $131.22 $234K - $260K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q1 2022 Filed on May 06, 2022
4,063
$41.19 - $56.08 $167K - $228K
ITIC
Investors Title CO

Financial Services
Q4 2021 Filed on Feb 14, 2022
7,185
$183.52 - $245.0 $1.32M - $1.76M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Feb 14, 2022
6,181
$85.15 - $104.16 $526K - $644K
General Electric CO
Q3 2021 Filed on Oct 27, 2021
25,000
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2021 Filed on Oct 27, 2021
7,657
$36.52 - $36.95 $280K - $283K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2021 Filed on Oct 27, 2021
6,133
$29.81 - $32.7 $183K - $201K
Cree Inc
Q3 2021 Filed on Oct 27, 2021
2,464
N/A
BFB
Brown Forman Corp Cl B
Q3 2021 Filed on Oct 27, 2021
34,011
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 27, 2021
2,473
N/A
IWC
Russell Micro Cap ETF

ETFs
Q3 2021 Filed on Oct 27, 2021
2,733
$136.87 - $153.98 $374K - $421K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2021 Filed on Oct 27, 2021
9,495
$30.98 - $31.82 $294K - $302K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
4,690
$74.53 - $85.32 $350K - $400K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
26,024
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 11, 2021
1,977
$124.29 - $128.12 $246K - $253K
FITB
Fifth Third Bancorp

Financial Services
Q1 2021 Filed on May 11, 2021
29,234
$27.23 - $39.09 $796K - $1.14M
OEF
Ishares S&P 100 ETF

ETFs
Q1 2021 Filed on May 11, 2021
1,568
$169.45 - $180.47 $266K - $283K
ALLO
Allogene Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 01, 2021
6,700
$25.24 - $43.45 $169K - $291K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 01, 2021
4,621
$222.0 - $317.14 $1.03M - $1.47M
GSK
Gsk PLC

Healthcare
Q4 2020 Filed on Feb 01, 2021
6,200
$34.07 - $39.94 $211K - $248K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q4 2020 Filed on Feb 01, 2021
8,460
$24.05 - $24.99 $203K - $211K
Perceptron Inc
Q4 2020 Filed on Feb 01, 2021
15,182
N/A
AZN
Astrazeneca PLC

Healthcare
Q4 2020 Filed on Feb 01, 2021
3,700
$48.52 - $58.02 $180K - $215K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2020 Filed on Feb 01, 2021
16,475
$123.5 - $224.9 $2.03M - $3.71M
Myokardia Inc
Q4 2020 Filed on Feb 01, 2021
1,775
N/A
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2020 Filed on Feb 01, 2021
55,455
N/A
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