Betterment LLC Simplify Exch Traded Fds Us Eq Transaction History
Betterment LLC
- $47 Billion
- Q2 2025
Shares
8 transactions
Others Institutions Holding SPUC
# of Institutions
20Shares Held
2.46MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.91MShares$89.4 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC199KShares$9.28 Million0.01% of portfolio
-
Hilltop Holdings Inc. Dallas, TX110KShares$5.16 Million0.33% of portfolio
-
Ae Wealth Management LLC104KShares$4.87 Million0.04% of portfolio
-
Old Mission Capital LLC41.7KShares$1.95 Million0.01% of portfolio