First Trust Capital Strength Portfolio MMC Holdings History
First Trust Capital Strength Portfolio's Marsh & McLennan Companies Inc Holding Summary
As of 2025-03-31, FIRST TRUST VARIABLE INSURANCE TRUST held 15,219.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $3.71 Mil. This investment constitutes 2.25% of their stock portfolio, and FIRST TRUST VARIABLE INSURANCE TRUST now holds 0% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.
The initial trade took place in 2020Q2. And since then First Trust Capital Strength Portfolio has made 13 purchases of MMC, at an average price of $171.36, for a total of 23,427.00 shares. In addition, there have been 1 sales at an average price of $160.45 for 8,208.00 shares. Based on historical transaction data and MMC's current price of $215.18, First Trust Capital Strength Portfolio's estimated gain on his MMC holdings is $577,399.09, reflecting a 14.38% gain to date.
First Trust Capital Strength Portfolio MMC ($215.18) Holding Chart
First Trust Capital Strength Portfolio MMC ($215.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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