Walled Lake Planning & Wealth Management, LLC Aon PLC Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$285.28 - $321.08 $106,979 - $120,405	-375 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$226.79 - $299.17 $85,046 - $112,188	375 New	375 $107,000

Others Institutions Holding AON

# of Institutions

1,225

Shares Held

188M

Call Options Held

500K

Put Options Held

899K

Vanguard Group Inc Valley Forge, PA

19.3M
Shares

$7.04 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

15.3M
Shares

$5.56 Billion
0.1% of portfolio
Massachusetts Financial Services CO Boston, MA

12.6M
Shares

$4.57 Billion
1.17% of portfolio
Capital World Investors Los Angeles, CA

12M
Shares

$4.39 Billion
0.59% of portfolio
State Street Corp Boston, MA

8.81M
Shares

$3.21 Billion
0.11% of portfolio

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $75.4B
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

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