Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
711,801
Previous 631,784 12.67%
Holding current value
$18.3 Million
Previous $16.2 Million 12.58%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
N/A
80,017 Added 12.67%
711,801 $18.3 Million
Q1 2025

May 15, 2025
BUY
N/A
128,667 Added 25.57%
631,784 $16.2 Million
Q4 2024

Feb 14, 2025
BUY
N/A
160,844 Added 46.99%
503,117 $0
Q3 2024

Nov 14, 2024
BUY
N/A
224,444 Added 190.48%
342,273 $0
Q2 2024

Aug 14, 2024
BUY
N/A
117,829 New
117,829 $3.02 Million
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