Creative Planning
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Creative Planning’s Marcus & Millichap MMI Stock Holding History

Creative Planning’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$374K Sell
2025
Q1 		$428K Buy
2024
Q4 		$472K Sell
2024
Q3 		$622K Buy
2024
Q2 		$247K Buy
2023
Q4 		– Sell
2023
Q3 		$6.31K Buy
2015
Q4 		– Sell
2015
Q3 		$6K Buy
2015
Q2 		– Sell
2015
Q1 		$19K Buy