B. Riley Wealth Advisors’s Aon AON Stock Holding History

B. Riley Wealth Advisors’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$229K	Sell	638 -234	-27%	-$86K	0.01%	977
2024 Q3	$302K	Buy	872 +170	+24%	+$55.6K	0.01%	952
2024 Q2	$206K	Sell	702 -910	-56%	-$269K	0.01%	1226
2024 Q1	$523K	Buy	1,612 +583	+57%	+$181K	0.01%	769
2023 Q4	$299K	Sell	1,029 -583	-36%	-$187K	0.01%	1058
2023 Q3	$523K	Buy	1,612 +284	+21%	+$94K	0.01%	769
2023 Q2	$458K	Sell	1,328 -1,130	-46%	-$367K	0.01%	894
2023 Q1	$775K	Buy	2,458 +370	+18%	+$115K	0.02%	631
2022 Q4	$627K	Buy	2,088 +561	+37%	+$164K	0.02%	704
2022 Q3	$410K	Buy	1,527 +385	+34%	+$109K	0.01%	845
2022 Q2	$310K	Sell	1,142 -41	-3%	-$11.8K	0.01%	862
2022 Q1	$387K	Buy	+1,183	New	+$344K	0.01%	900
2020 Q3	–	Sell	-2,807	Closed	-$542K	–	945
2020 Q2	$542K	Sell	2,807 -1,025	-27%	-$191K	0.04%	434
2020 Q1	$469K	Buy	3,832 +570	+17%	+$117K	0.04%	405
2019 Q4	$681K	Buy	3,262 +347	+12%	+$68.7K	0.06%	326
2019 Q3	$566K	Buy	+2,915	New	+$562K	0.06%	369
2015 Q1	–	Sell	-135	Closed	-$13	–	643
2014 Q4	$13	Buy	+135	New	+$12.1K	﹤0.01%	2725
2014 Q3	–	Sell	-125	Closed	-$11.3K	–	720
2014 Q2	$11.3K	Buy	+125	New	+$10.8K	﹤0.01%	1740

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return