LWA
MMC icon

Lowe Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Lowe Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-60
Closed -$11.4K – 315
2023
Q4 		$11.4K Sell
60
-40
-40% -$7.58K 0.01% 203
2023
Q3 		$19K Buy
+100
New +$19K 0.01% 158