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Brophy Wealth Management, LLC

SEC CIK
0002032097
Latest filing
Nov 15, 2024

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Brophy 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 Q3 2024 holdings

Shares (Q3 2024)
7,880
Value
$1.76M
% of portfolio
0.6%
Quarters held
1
Since Q3 2024
Holdings of MRSH by Brophy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20247,880$1.76M0.6%–No prior filingHolders