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 9,543 shares of PJUL stock, worth $381,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,543

Previous 8,695 9.75%

Holding current value

$381,242

Previous $330,000 12.42%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$37.29 - $38.87 $31,621 - $32,961	848 Added 9.75%	9,543 $371,000
Q1 2024 May 10, 2024	BUY	$35.81 - $37.98 $4,583 - $4,861	128 Added 1.49%	8,695 $330,000
Q4 2023 Feb 09, 2024	BUY	$32.94 - $36.21 $21,345 - $23,464	648 Added 8.18%	8,567 $310,000
Q3 2023 Nov 09, 2023	BUY	$33.63 - $34.86 $25,693 - $26,633	764 Added 10.68%	7,919 $266,000
Q2 2023 Aug 07, 2023	SELL	$31.38 - $34.22 $251 - $273	-8 Reduced 0.11%	7,155 $245,000
Q1 2023 May 15, 2023	SELL	$29.97 - $31.76 $239 - $254	-8 Reduced 0.11%	7,163 $227,000
Q4 2022 Feb 13, 2023	BUY	$28.61 - $30.97 $205,162 - $222,085	7,171 New	7,171 $216,000

Others Institutions Holding PJUL

# of Institutions

222

Shares Held

16.1M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

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