Institute for Wealth Management, LLC.

Position in AON — Aon plc

CIK 1533954 DENVER, CO

Position in AON

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$60,367

-$150,631 QoQ

Shares Held

182

-74.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,068

of 1,247 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $395,137 across 4 Insurance Brokers names. AON ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	755	$197,334
2	MRSH	Marsh & Mclennan Companies, Inc.	691	$115,168
3	AON	Aon plc This page	182	$60,367
4	AJG	Arthur J. Gallagher & Co.	97	$22,268

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,367	182	-74.1%	Shares	Sole	2026-07-28
2022-12-31	$210,998	703	+6.2%	Shares	Sole	2023-02-02
2022-03-31	$215,567	662	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.