A detailed history of Altium Wealth Management LLC transactions in Aon PLC stock. As of the latest transaction made, Altium Wealth Management LLC holds 4,087 shares of AON stock, worth $1.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,087
Previous 3,696 10.58%
Holding current value
$1.42 Million
Previous $1.2 Million 8.47%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$248.5 - $333.61 $97,163 - $130,441
391 Added 10.58%
4,087 $1.1 Million
Q1 2022

May 16, 2022

BUY
$261.88 - $326.39 $191,434 - $238,591
731 Added 24.65%
3,696 $1.2 Million
Q4 2021

Jan 31, 2022

BUY
$285.28 - $321.08 $174,876 - $196,822
613 Added 26.06%
2,965 $891,000
Q3 2021

Nov 15, 2021

SELL
$226.79 - $299.17 $15,648 - $20,642
-69 Reduced 2.85%
2,352 $672,000
Q2 2021

Aug 13, 2021

SELL
$229.52 - $258.52 $11,476 - $12,926
-50 Reduced 2.02%
2,421 $578,000
Q1 2021

May 06, 2021

SELL
$202.13 - $233.7 $16,170 - $18,696
-80 Reduced 3.14%
2,471 $569,000
Q4 2020

Feb 04, 2021

BUY
$179.96 - $214.52 $5,038 - $6,006
28 Added 1.11%
2,551 $539,000
Q3 2020

Oct 26, 2020

BUY
$190.17 - $209.73 $2,091 - $2,307
11 Added 0.44%
2,523 $520,000
Q2 2020

Jul 31, 2020

BUY
$153.68 - $200.2 $386,044 - $502,902
2,512 New
2,512 $484,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $72B
  • Description
  • Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...
More about AON
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.