Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Number of Shares
54,243
Previous 49,380 9.85%
Holding current value
$1.47 Million
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
4,863 Added 9.85%
54,243 $1.47 Million
Q4 2024

Feb 14, 2025
BUY
N/A
8,904 Added 22.0%
49,380 $0
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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