A detailed history of Bergan Kdv Wealth Management, LLC transactions in Aon PLC stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 20 shares of AON stock, worth $5,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 31 35.48%
Holding current value
$5,917
Previous $9,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$308.29 - $345.2 $3,391 - $3,797
-11 Reduced 35.48%
20 $6,000
Q1 2023

Apr 27, 2023

BUY
$285.85 - $325.99 $285 - $325
1 Added 3.33%
31 $9,000
Q4 2021

Jan 28, 2022

SELL
$285.28 - $321.08 $285 - $321
-1 Reduced 3.23%
30 $9,000
Q3 2021

Nov 12, 2021

BUY
$226.79 - $299.17 $3,401 - $4,487
15 Added 93.75%
31 $9,000
Q3 2020

Nov 05, 2020

SELL
$190.17 - $209.73 $19,017 - $20,973
-100 Reduced 86.21%
16 $3,000
Q2 2020

Aug 13, 2020

BUY
$153.68 - $200.2 $17,826 - $23,223
116 New
116 $22,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $61.2B
  • 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
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