Betterment LLC Goldman Sachs Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
1,939,171
Previous 2,061,069 5.91%
Holding current value
$82.1 Million
Previous $79.4 Million 3.39%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Aug 14, 2025
SELL
N/A
-121,898 Reduced 5.91%
1,939,171 $82.1 Million
Q1 2025

May 15, 2025
BUY
N/A
162,103 Added 8.54%
2,061,069 $79.4 Million
Q4 2024

Feb 14, 2025
BUY
N/A
928,178 Added 95.61%
1,898,966 $0
Q3 2024

Nov 14, 2024
BUY
N/A
710,441 Added 272.88%
970,788 $0
Q2 2024

Aug 14, 2024
BUY
N/A
260,347 New
260,347 $9.42 Million
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