Betterment LLC Wisdomtree Floating Rate Treas Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$50.21 - $50.49 $3,213 - $3,231	-64 Reduced 1.33%	4,734 $237,000
Q3 2023 Nov 09, 2023	BUY	$50.28 - $50.51 $241,243 - $242,346	4,798 New	4,798 $241,000

Others Institutions Holding USFR

# of Institutions

526

Shares Held

231M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$798 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$660 Million
0.34% of portfolio

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