MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form ADV from 2024-11-04). Their last reported 13F …

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$278646502
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MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form ADV from 2024-11-04). Their last reported 13F …

whalewisdom.com

$000
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Motive Wealth Advisors 13F Filings

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MOTIVE WEALTH ADVISORS 13F Portfolio Filings Most recent 13F Q4 2024. Location Birmingham, MI CIK 0001877093 ... Quarter Holdings Value ($000) Top Holdings Form Type …

13f.info

$186.19
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Motive Wealth Advisors 13F Filings - Sensamarket.com

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Motive Wealth Advisors reported 75 holdings with total value $186.19M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL ... Option Flow; Institutional; Politicians Trades; …

sensamarket.com

$186
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$186Million MOTIVE WEALTH ADVISORS Q4 2024 13F Holdings …

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MOTIVE WEALTH ADVISORS reported 75 stock holdings with total value $186M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB. ... MOTIVE WEALTH ADVISORS …

portfoliosavvy.com

$186
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Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings

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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. MOTIVE WEALTH …

13f.info

48%
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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 VEA, IVV, VIG, QUAL, IEFA, and represent 37.48% of Motive Wealth …

stockzoa.com

$91441149.98
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MOTIVE WEALTH ADVISORS | Form 13F - RADiENT

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SEC Form 13F for MOTIVE WEALTH ADVISORS, CIK: 1877093 as on 31 Mar 2023. Quarterly holdings report, AUM: $91,441,149.98. RADiENT dramatically simplifies identifying and …

radientanalytics.com

$123
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Motive Wealth Advisors Q3 2022 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 60 holdings with total value $123 M as of Q3 2022. Top holdings included VEA, VIG, IVV, IEFA, and QUAL. MOTIVE WEALTH ADVISORS Q3 2022 13F …

13f.info