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

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Betterment LLC holds 22,201 shares of PFEB stock, worth $802,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,201

Previous 37,294 40.47%

Holding current value

$802,122

Previous $1.27 Million 38.73%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

192

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

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.

Account