Betterment LLC Innovator U.S. Equity Power Bu Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Betterment LLC holds 11,950 shares of PFEB stock, worth $462,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,950

Previous 12,839 6.92%

Holding current value

$462,823

Previous $472,000 9.32%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$35.54 - $37.44 $31,595 - $33,284	-889 Reduced 6.92%	11,950 $428,000
Q4 2024 Feb 14, 2025	SELL	$35.94 - $36.85 $224,265 - $229,944	-6,240 Reduced 32.71%	12,839 $472,000
Q3 2024 Nov 14, 2024	SELL	$34.29 - $36.04 $107,053 - $112,516	-3,122 Reduced 14.06%	19,079 $687,000
Q2 2024 Aug 14, 2024	SELL	$33.41 - $35.14 $504,257 - $530,368	-15,093 Reduced 40.47%	22,201 $780,000
Q1 2024 May 10, 2024	BUY	$32.55 - $34.16 $505,501 - $530,504	15,530 Added 71.36%	37,294 $1.27 Million
Q4 2023 Feb 09, 2024	BUY	$29.66 - $32.66 $34,702 - $38,212	1,170 Added 5.68%	21,764 $710,000
Q3 2023 Nov 09, 2023	SELL	$30.36 - $31.28 $3,218 - $3,315	-106 Reduced 0.51%	20,594 $627,000
Q2 2023 Aug 07, 2023	SELL	$29.2 - $30.79 $1,898 - $2,001	-65 Reduced 0.31%	20,700 $637,000
Q1 2023 May 15, 2023	BUY	$28.16 - $29.33 $584,742 - $609,037	20,765 New	20,765 $607,000

Others Institutions Holding PFEB

# of Institutions

229

Shares Held

18.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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