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True Wealth Design’s Marcus & Millichap MMI Stock Holding History

True Wealth Design’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$461 Sell
15
-1
-6% -$31 ﹤0.01% 1778
2025
Q1 		$552 Buy
+16
New +$552 ﹤0.01% 1509