$186Million MOTIVE WEALTH ADVISORS Q4 2024 13F Holdings …
MOTIVE WEALTH ADVISORS reported 75 stock holdings with total value $186M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB.
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$186Million MOTIVE WEALTH ADVISORS Q4 2024 13F Holdings …
3 weeks from now
MOTIVE WEALTH ADVISORS reported 75 stock holdings with total value $186M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB.
portfoliosavvy.com
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Motive Wealth Advisors 13F Filings
3 weeks from now
Motive Wealth Advisors reported 75 holdings with total value $186 M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB
13f.info
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Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings
3 weeks from now
Oct 15, 2024 · Motive Wealth Advisors reported 75 holdings with total value $186 M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB
13f.info
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Motive Wealth Advisors 13F Filings - Sensamarket.com
3 weeks from now
Motive Wealth Advisors reported 75 holdings with total value $186.19M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL
sensamarket.com
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MOTIVE WEALTH ADVISORS - Hedge Fund 13F Holdings
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Jan 21, 2025 · MOTIVE WEALTH ADVISORS is a hedge fund with $186.2 Millions invested in stocks. Its top stocks are VEA, IJR, VIG as per latest 13F stock holdings.
grufity.com
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Motive Wealth Advisors 13F Filings And Top Holdings And Stakes
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Latest statistics and disclosures from Motive Wealth Advisors's latest quarterly 13F-HR filing: Top 5 stock holdings are IEFA , VEA , SCHB , VIG , QUAL , and represent 42.42% of Motive …
stockzoa.com
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Motive Wealth Advisors - 13F-HR Filing - 2024-06-30 - Fintel
3 weeks from now
Jun 30, 2024 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the …
fintel.io
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MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Motive Wealth Advisors is based out of Birmingham. Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form …
whalewisdom.com
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$86.7Million MOTIVE WEALTH ADVISORS Q4 2023 13F Holdings …
3 weeks from now
MOTIVE WEALTH ADVISORS reported 43 stock holdings with total value $86.7M as of Q4 2023. Top holdings included SCHB, IEFA, VIG, VEA, and QUAL.
portfoliosavvy.com
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$186Million Carolina Wealth Advisors, LLC Q4 2024 13F Holdings …
3 weeks from now
Carolina Wealth Advisors, LLC reported 298 stock holdings with total value $186M as of Q4 2024. Top holdings included BLV, SCHP, DKS, PKG, and RDN.
portfoliosavvy.com
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