Betterment LLC FD Funds Management LLC Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
6,415
Previous 8,225 22.01%
Holding current value
$603,000
Previous $592,000 1.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-1,810 Reduced 22.01%
6,415 $603,000
Q1 2025

May 15, 2025
BUY
N/A
2,112 Added 34.55%
8,225 $592,000
Q4 2024

Feb 14, 2025
BUY
N/A
6,113 New
6,113 $0
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