Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Motive Wealth Advisors
- $185 Million
- Q4 2024
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 58,534 shares of VTEB stock, worth $2.94 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
58,534
Previous 59,669
1.9%
Holding current value
$2.94 Million
Previous $3.05 Million
3.8%
% of portfolio
1.59%
Previous 1.75%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio