Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
56,008
Previous 71,946 22.15%
Holding current value
$1.91 Million
Previous $2.24 Million 14.88%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
N/A
-15,938 Reduced 22.15%
56,008 $1.91 Million
Q1 2025

May 15, 2025
BUY
N/A
7,500 Added 11.64%
71,946 $2.24 Million
Q4 2024

Feb 14, 2025
BUY
N/A
12,868 Added 24.95%
64,446 $0
Q3 2024

Nov 14, 2024
BUY
N/A
24,957 Added 93.75%
51,578 $0
Q2 2024

Aug 14, 2024
BUY
N/A
6,041 Added 29.35%
26,621 $929,000
Q1 2024

May 10, 2024
BUY
N/A
20,580 New
20,580 $0
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