Betterment LLC Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$58.89 - $63.02 $262,119 - $280,502	-4,451 Reduced 4.39%	96,991 $5.98 Million
Q4 2022 Feb 13, 2023	BUY	$55.16 - $64.39 $386 - $450	7 Added 0.01%	101,442 $5.91 Million
Q2 2022 Aug 10, 2022	SELL	$65.18 - $82.02 $88,644 - $111,547	-1,360 Reduced 1.32%	101,435 $6.61 Million
Q1 2022 May 16, 2022	SELL	$79.81 - $89.28 $880,783 - $985,294	-11,036 Reduced 9.7%	102,795 $8.49 Million
Q4 2021 Feb 15, 2022	SELL	$86.91 - $93.62 $792,445 - $853,627	-9,118 Reduced 7.42%	113,831 $10.4 Million
Q3 2021 Nov 15, 2021	SELL	$86.01 - $90.09 $1.57 Million - $1.65 Million	-18,295 Reduced 12.95%	122,949 $10.7 Million
Q2 2021 Aug 10, 2021	BUY	$79.88 - $86.4 $11.3 Million - $12.2 Million	141,244 New	141,244 $12.2 Million

Others Institutions Holding LTPZ

# of Institutions

89

Shares Held

5.21M

Call Options Held

100K

Put Options Held

43K

Evoke Wealth, LLC

1.27M
Shares

$66.4 Million
1.98% of portfolio
Central Trust CO Jefferson City, MO

573K
Shares

$30.1 Million
0.79% of portfolio
International Assets Investment Management, LLC Orlando, FL

567K
Shares

$29.7 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

468K
Shares

$24.5 Million
0.0% of portfolio
Ae Wealth Management LLC

225K
Shares

$11.8 Million
0.13% of portfolio

About PIMCO ETF TR 15+ YR US TIPS IN

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