Aventura Private Wealth’s Marsh & McLennan MMC Stock Holding History

Aventura Private Wealth’s Portfolio MMC Stock Details MMC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$65.1K	Sell
2025 Q3	$74.8K	Hold
2025 Q2	$81.1K	Buy
2025 Q1	$88.6K	Hold
2024 Q4	$77.1K	Buy