Betterment LLC Invesco Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
8,336
Previous 8,246 1.09%
Holding current value
$574,000
Previous $528,000 8.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
90 Added 1.09%
8,336 $574,000
Q1 2025

May 15, 2025
SELL
N/A
-611 Reduced 6.9%
8,246 $528,000
Q4 2024

Feb 14, 2025
SELL
N/A
-304 Reduced 3.32%
8,857 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-948 Reduced 9.38%
9,161 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-1,059 Reduced 9.48%
10,109 $618,000
Q1 2024

May 10, 2024
SELL
N/A
-489 Reduced 4.19%
11,168 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-346 Reduced 2.88%
11,657 $0
Q3 2023

Nov 09, 2023
BUY
N/A
12,003 New
12,003 $0
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