CreativeOne Wealth’s Marsh & McLennan MMC Stock Holding History

CreativeOne Wealth’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	$2.08M	Sell
2025 Q2	$7.67M	Sell
2025 Q1	$8.63M	Buy
2024 Q4	$7.23M	Buy
2024 Q3	$3.18M	Buy
2024 Q2	$2.77M	Sell
2024 Q1	$2.79M	Buy