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

Betterment LLC

$38.6 Billion
Q2 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

84

Shares Held

3.4M

Call Options Held

117K

Put Options Held

89.5K

Central Trust CO Jefferson City, MO

568K
Shares

$32.1 Million
0.77% of portfolio
Jane Street Group, LLC New York, NY

292K
Shares

$16.5 Million
0.02% of portfolio
Al Ti Global, Inc. New York, NY

222K
Shares

$12.6 Million
0.32% of portfolio
Forefront Analytics, LLC West Conshohocken, PA

209K
Shares

$11.8 Million
5.42% of portfolio
Northern Trust Corp Chicago, IL

204K
Shares

$11.6 Million
0.0% of portfolio

About PIMCO ETF TR 15+ YR US TIPS IN

Ticker LTPZ
Sector ETFs
Industry ETFs

More about LTPZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Betterment LLC with notifications on news.