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Aventura Private Wealth, LLC

Position in AON — Aon plc

CIK 2074418 AVENTURA, FL

Position in AON

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$4,311
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,189
of 1,247 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. AON ranks #4 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AON
Aon plc
This page
13 $4,311

All Filings in AON

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $4,311 13