Betterment LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$30.02 - $33.85 $142,715 - $160,922	4,754 Added 42.88%	15,841 $534,000
Q4 2023 Feb 09, 2024	BUY	$27.57 - $33.04 $305,668 - $366,314	11,087 New	11,087 $364,000

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.85M
Shares

$62.2 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.5M
Shares

$50.6 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$46.5 Million
0.04% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$29.6 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$29.4 Million
2.38% of portfolio

About EA SER TR FREEDOM 100 EMERGING

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