FTWA
Fifth Third Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
6,260
-921
| -13% | -$201K | 0.06% | 204 |
|
|
2025
Q1 | $1.75M | Buy |
7,181
+746
| +12% | +$182K | 0.09% | 155 |
|
|
2024
Q4 | $1.37M | Buy |
6,435
+1,708
| +36% | +$363K | 0.07% | 170 |
|
|
2024
Q3 | $1.05M | Buy |
4,727
+249
| +6% | +$55.5K | 0.06% | 186 |
|
|
2024
Q2 | $944K | Buy |
+4,478
| New | +$944K | 0.07% | 168 |
|