Marsh & McLennan Companies shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $564k | 2.7k | 210.72 |
More positions owned by Heritage Oak Wealth Advisors
View all positions for Heritage Oak Wealth Advisors