A detailed history of Ep Wealth Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,338 shares of AON stock, worth $1.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,338
Previous 3,818 13.62%
Holding current value
$1.57 Million
Previous $1.12 Million 33.93%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$293.16 - $351.06 $152,443 - $182,551
520 Added 13.62%
4,338 $1.5 Million
Q2 2024

Aug 19, 2024

BUY
$275.82 - $329.64 $494,821 - $591,374
1,794 Added 88.64%
3,818 $1.12 Million
Q1 2024

May 14, 2024

BUY
$288.02 - $333.79 $582,952 - $675,590
2,024 New
2,024 $675,000
Q2 2022

Aug 11, 2022

BUY
$248.5 - $333.61 $88,466 - $118,765
356 Added 32.6%
1,448 $391,000
Q1 2022

May 20, 2022

BUY
$261.88 - $326.39 $75,683 - $94,326
289 Added 35.99%
1,092 $356,000
Q4 2021

Feb 17, 2022

SELL
$285.28 - $321.08 $2,852 - $3,210
-10 Reduced 1.23%
803 $241,000
Q3 2021

Nov 23, 2021

BUY
$226.79 - $299.17 $53,522 - $70,604
236 Added 40.9%
813 $232,000
Q3 2021

Nov 16, 2021

BUY
$226.79 - $299.17 $130,857 - $172,621
577 New
577 $232,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $74.8B
  • 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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