Betterment LLC Simplify Exch Traded Fds Us Eq Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$32.12 - $39.14 $34,111 - $41,566	-1,062 Reduced 14.26%	6,388 $250,000
Q4 2023 Feb 09, 2024	SELL	$27.89 - $33.19 $5,633 - $6,704	-202 Reduced 2.64%	7,450 $245,000
Q3 2023 Nov 09, 2023	SELL	$29.03 - $31.92 $1,683 - $1,851	-58 Reduced 0.75%	7,652 $222,000
Q2 2023 Aug 07, 2023	SELL	$27.61 - $30.7 $6,460 - $7,183	-234 Reduced 2.95%	7,710 $237,000
Q1 2023 May 15, 2023	SELL	$0.0 - $28.8 $0 - $247,363	-8,589 Reduced 51.95%	7,944 $223,000
Q4 2022 Feb 13, 2023	BUY	$25.15 - $28.38 $30,054 - $33,914	1,195 Added 7.79%	16,533 $434,000
Q2 2022 Aug 10, 2022	BUY	$25.86 - $32.88 $109,051 - $138,654	4,217 Added 37.92%	15,338 $407,000
Q1 2022 May 16, 2022	BUY	$29.72 - $35.68 $330,516 - $396,797	11,121 New	11,121 $362,000

Others Institutions Holding SPUC

# of Institutions

20

Shares Held

2.36M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.91M
Shares

$89.4 Million
5.02% of portfolio
Commonwealth Equity Services, LLC

199K
Shares

$9.28 Million
0.01% of portfolio
Ae Wealth Management LLC

104K
Shares

$4.87 Million
0.04% of portfolio
Hilltop Holdings Inc. Dallas, TX

36.4K
Shares

$1.7 Million
0.09% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

34.3K
Shares

$1.6 Million
1.48% of portfolio

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