LGT Financial Advisors’s Marsh & McLennan MMC Stock Holding History

LGT Financial Advisors’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.23K	Hold
2025 Q2	$4.59K	Buy
2023 Q3	–	Sell
2023 Q2	$257K	Hold
2023 Q1	$227K	Buy