Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Motive Wealth Advisors
- $228 Million
- Q3 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 65,236 shares of VTEB stock, worth $3.28 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
65,236
Previous 85,046
23.29%
Holding current value
$3.28 Million
Previous $4.17 Million
21.66%
% of portfolio
1.43%
Previous 1.92%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio