A detailed history of Geo Wealth Management, LLC transactions in Aon PLC stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,050 shares of AON stock, worth $398,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,119 6.17%
Holding current value
$398,107
Previous $328,000 10.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$293.16 - $351.06 $20,228 - $24,223
-69 Reduced 6.17%
1,050 $363,000
Q2 2024

Aug 12, 2024

BUY
$275.82 - $329.64 $12,963 - $15,493
47 Added 4.38%
1,119 $328,000
Q1 2024

May 15, 2024

SELL
$288.02 - $333.79 $308,757 - $357,822
-1,072 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$288.02 - $333.79 $308,757 - $357,822
1,072 New
1,072 $357,000
Q3 2021

Nov 12, 2021

SELL
$226.79 - $299.17 $61,460 - $81,075
-271 Closed
0 $0
Q2 2021

Aug 17, 2021

BUY
$229.52 - $258.52 $62,199 - $70,058
271 New
271 $65,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $78.4B
  • 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

Track Geo Wealth Management, LLC Portfolio

Follow Geo 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.