Skip to main content

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q1 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of MRSH by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,688−100.0%Sold outHolders
Q2 20253,688$806.3K0.1%+3,688NewHolders