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 $4.27 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
85,046
Previous 94,219
9.74%
Holding current value
$4.27 Million
Previous $4.67 Million
10.67%
% of portfolio
1.92%
Previous 2.51%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio