Betterment LLC FD Funds Management LLC Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
8,851
Previous 6,415 37.97%
Holding current value
$883,000
Previous $603,000 46.43%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
2,436 Added 37.97%
8,851 $883,000
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
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email