Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Motive Wealth Advisors
- $217 Million
- Q2 2025
A detailed history of Motive Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Motive Wealth Advisors holds 85,046 shares of VTEB stock, worth $4.16 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
85,046
Previous 94,219
9.74%
Holding current value
$4.16 Million
Previous $4.67 Million
10.67%
% of portfolio
1.92%
Previous 2.51%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio