Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $41.6 Billion
  • Q3 2024
Number of Shares
40,476
Previous 20,775 94.83%
Holding current value
$0
Previous $542,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
19,701 Added 94.83%
40,476 $0
Q2 2024

Aug 14, 2024
BUY
N/A
20,775 New
20,775 $542,000
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