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Aon shares owned by PDS Planning

Quarter-by-quarter ownership of Aon (AON) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Aon

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All positions including Aon held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 832 333.72
2023-12-31 $243k 834 291.02
2023-09-30 $273k 841 324.22
2023-06-30 $282k 816 345.20
2023-03-31 $208k 660 315.29

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Aon

Vanguard Group
Massachusetts Financial Services
Mawer Investment Management
WCM Investment Management
Berkshire Hathaway
Lazard Asset Management
Sustainable Growth Advisers
Mackenzie Financial
Eagle Capital Management
Mitsubishi UFJ Asset Management
Neuberger Berman Group
Legal & General Group
Bank of America Corporation
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Aon