Asset Planning Inc’s Marsh & McLennan MMC Stock Holding History

Asset Planning Inc’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.42K	Hold
2025 Q2	$2.62K	Hold
2025 Q1	$2.93K	Hold
2024 Q4	$2.55K	Buy