Number of Shares
5,784.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
0.47%
Total Estimate Gain
$599,153.93
% of Total Estimate Gain
22.33%

PERSONAL CFO SOLUTIONS, LLC's Aon PLC Holding Summary

As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 5,784.00 shares of Aon PLC(AON), totaling $2.31 Mil. This investment constitutes 0.47% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Aon PLC(AON) stock.

The initial trade took place in 2020Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 10 purchases of AON, at an average price of $280.90, for a total of 9,554.00 shares. In addition, there have been 9 sales at an average price of $324.44 for 3,770.00 shares. Based on historical transaction data and AON's current price of $356.11, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his AON holdings is $599,153.93, reflecting a 22.33% gain to date.

PERSONAL CFO SOLUTIONS, LLC AON ($356.11) Holding Chart

PERSONAL CFO SOLUTIONS, LLC AON ($356.11) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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