Motive Wealth Advisors Options Holdings

Motive Wealth Advisors

  • $228 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $228 Million
  • Prior Value $217 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Motive Wealth Advisors Portfolio

Follow Motive Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email