A detailed history of Jfs Wealth Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,240 shares of AON stock, worth $431,011. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,240
Previous 1,244 0.32%
Holding current value
$431,011
Previous $415,000 12.29%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$275.82 - $329.64 $1,103 - $1,318
-4 Reduced 0.32%
1,240 $364,000
Q1 2024

Apr 30, 2024

SELL
$288.02 - $333.79 $576 - $667
-2 Reduced 0.16%
1,244 $415,000
Q4 2023

Feb 07, 2024

BUY
$288.19 - $335.32 $10,951 - $12,742
38 Added 3.15%
1,246 $362,000
Q2 2023

Aug 07, 2023

SELL
$308.29 - $345.2 $30,520 - $34,174
-99 Reduced 7.57%
1,208 $417,000
Q1 2023

Apr 19, 2023

SELL
$285.85 - $325.99 $285 - $325
-1 Reduced 0.08%
1,307 $412,000
Q4 2022

Feb 13, 2023

BUY
$270.81 - $310.02 $270 - $310
1 Added 0.08%
1,308 $392,000
Q3 2022

Oct 21, 2022

BUY
$267.1 - $302.57 $1,068 - $1,210
4 Added 0.31%
1,307 $350,000
Q2 2022

Aug 02, 2022

SELL
$248.5 - $333.61 $32,305 - $43,369
-130 Reduced 9.07%
1,303 $351,000
Q1 2022

May 02, 2022

BUY
$261.88 - $326.39 $7,594 - $9,465
29 Added 2.07%
1,433 $467,000
Q4 2020

Feb 01, 2021

BUY
$179.96 - $214.52 $9,357 - $11,155
52 Added 3.85%
1,404 $297,000
Q3 2020

Oct 28, 2020

SELL
$190.17 - $209.73 $57,050 - $62,919
-300 Reduced 18.16%
1,352 $279,000
Q2 2020

Aug 05, 2020

BUY
$153.68 - $200.2 $253,879 - $330,730
1,652 New
1,652 $318,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $71.9B
  • 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 Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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