Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Number of Shares
30,111
Previous 24,537 22.72%
Holding current value
$832,000
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
5,574 Added 22.72%
30,111 $832,000
Q4 2024

Feb 14, 2025
BUY
N/A
3,351 Added 15.82%
24,537 $0
Q3 2024

Nov 14, 2024
BUY
N/A
10,059 Added 90.4%
21,186 $0
Q2 2024

Aug 14, 2024
BUY
N/A
11,127 New
11,127 $334,000
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email