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CreativeOne Wealth, LLC

Position in AON — Aon plc

CIK 1739728 OVERLAND PARK, KS

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, 2026

CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. AON ranks #2 (22.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AON
Aon plc
This page
1,099 $364,526

All Filings in AON

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $364,526 1,099