Amplius Wealth Advisors, LLC Aon PLC Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,168 shares of AON stock, worth $408,951. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,168

Previous 1,352 13.61%

Holding current value

$408,951

Previous $482,000 13.69%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$350.91 - $375.27 $64,567 - $69,049	-184 Reduced 13.61%	1,168 $416,000
Q2 2025 Aug 04, 2025	SELL	$335.85 - $398.81 $671 - $797	-2 Reduced 0.15%	1,352 $482,000
Q1 2025 Apr 10, 2025	BUY	$348.44 - $409.32 $16,376 - $19,238	47 Added 3.6%	1,354 $540,000
Q4 2024 Jan 16, 2025	SELL	$344.14 - $393.31 $8,259 - $9,439	-24 Reduced 1.8%	1,307 $469,000
Q3 2024 Oct 16, 2024	BUY	$293.16 - $351.06 $9,087 - $10,882	31 Added 2.38%	1,331 $460,000

Q2 2024 Jul 22, 2024	BUY	$275.82 - $329.64 $2,758 - $3,296	10 Added 0.78%	1,300 $381,000
Q1 2024 Apr 16, 2024	SELL	$288.02 - $333.79 $4,608 - $5,340	-16 Reduced 1.23%	1,290 $430,000
Q4 2023 Jan 10, 2024	BUY	$288.19 - $335.32 $134,296 - $156,259	466 Added 55.48%	1,306 $380,000
Q3 2023 Oct 17, 2023	SELL	$314.14 - $343.21 $86,074 - $94,039	-274 Reduced 24.6%	840 $272,000
Q2 2023 Jul 26, 2023	BUY	$308.29 - $345.2 $125,474 - $140,496	407 Added 57.57%	1,114 $384,000
Q1 2023 Apr 25, 2023	BUY	$285.85 - $325.99 $202,095 - $230,474	707 New	707 $222,000
Q1 2022 May 09, 2022	SELL	$261.88 - $326.39 $56,827 - $70,826	-217 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$285.28 - $321.08 $61,905 - $69,674	217 New	217 $65,000

Others Institutions Holding AON

# of Institutions

1,423

Shares Held

188M

Call Options Held

799K

Put Options Held

146K

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $72.4B
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

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Aon PLC Transaction History