Betterment LLC Toroso Investments LLC/United States Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
22,707
Previous 17,214 31.91%
Holding current value
$368,000
Previous $292,000 26.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
5,493 Added 31.91%
22,707 $368,000
Q1 2025

May 15, 2025
BUY
N/A
41 Added 0.24%
17,214 $292,000
Q4 2024

Feb 14, 2025
BUY
N/A
17,173 New
17,173 $0
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