Number of Shares
11,055.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
0.72%
Total Estimate Gain
$-213,338.87
% of Total Estimate Gain
-5.07%

Portside Wealth Group, LLC's Aon PLC Holding Summary

As of 2025-03-31, Portside Wealth Group, LLC held 11,055.00 shares of Aon PLC(AON), totaling $4.41 Mil. This investment constitutes 0.72% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.01% of the outstanding Aon PLC(AON) stock.

The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 4 purchases of AON, at an average price of $372.69, for a total of 11,286.00 shares. In addition, there have been 3 sales at an average price of $307.08 for 231.00 shares. Based on historical transaction data and AON's current price of $354.76, Portside Wealth Group, LLC's estimated gain on his AON holdings is $-213,338.87, reflecting a -5.07% gain to date.

Portside Wealth Group, LLC AON ($354.76) Holding Chart

Portside Wealth Group, LLC AON ($354.76) 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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