Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
51,031
Previous 54,392 6.18%
Holding current value
$1.45 Million
Previous $1.35 Million 7.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-3,361 Reduced 6.18%
51,031 $1.45 Million
Q1 2025

May 15, 2025
BUY
N/A
7,425 Added 15.81%
54,392 $1.35 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5,339 Added 12.83%
46,967 $0
Q3 2024

Nov 14, 2024
BUY
N/A
41,628 New
41,628 $0
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