A detailed history of Evernest Financial Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,705 shares of AON stock, worth $611,191. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,705
Previous 1,555 9.65%
Holding current value
$611,191
Previous $456,000 29.17%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Oct 21, 2024

BUY
$293.16 - $351.06 $43,974 - $52,659
150 Added 9.65%
1,705 $589,000
Q2 2024

Aug 07, 2024

BUY
$275.82 - $329.64 $97,916 - $117,022
355 Added 29.58%
1,555 $456,000
Q1 2024

May 10, 2024

BUY
$288.02 - $333.79 $41,762 - $48,399
145 Added 13.74%
1,200 $372 Million
Q4 2023

May 10, 2024

SELL
$288.19 - $335.32 $69,165 - $80,476
-240 Reduced 20.0%
960 $279 Million
Q4 2021

Feb 13, 2024

BUY
$285.28 - $321.08 $300,970 - $338,739
1,055 New
1,055 $330 Million

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $74.2B
  • 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
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, 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 Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.