Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$364,526
New position
Shares Held
1,099
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#831
of 1,246 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. AON ranks #2 (22.9% of the industry book) .
All Filings in AON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,526 | 1,099 | Shares | Other | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||