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Transamerica Financial Advisors’s Marcus & Millichap MMI Stock Holding History

Transamerica Financial Advisors’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
Q4 		– Sell
-16
Closed -$470 – 1884
2025
Q3 		$470 Buy
+16
New +$503 ﹤0.01% 1312
2024
Q3 		– Sell
-1
Closed -$1K – 636
2024
Q2 		$1K Hold
1
– – ﹤0.01% 485
2024
Q1 		$1K Hold
1
– – ﹤0.01% 530
2023
Q4 		$1K Hold
1
– – ﹤0.01% 523
2023
Q3 		$1K Hold
1
– – ﹤0.01% 547
2023
Q2 		$1K Hold
1
– – ﹤0.01% 518
2023
Q1 		$1K Hold
1
– – ﹤0.01% 500
2022
Q4 		$1K Hold
1
– – ﹤0.01% 572
2022
Q3 		$1K Hold
1
– – ﹤0.01% 540
2022
Q2 		$1K Buy
+1
New +$43 ﹤0.01% 555

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State Street
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RA
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Geode Capital Management
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Pzena Investment Management
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TCM
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Schroder Investment Management Group
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Charles Schwab
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