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Optimize Financial’s Marsh & McLennan MMC Stock Holding History

Optimize Financial’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$342K Sell
1,563
-10
-0.6% -$2.19K 0.21% 150
2025
Q1 		$384K Buy
+1,573
New +$384K 0.28% 115