Betterment LLC Exchange Traded Concepts Tr Bi Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$6.23 - $13.56 $121,316 - $264,053	-19,473 Reduced 17.82%	89,816 $1.04 Million
Q3 2023 Nov 09, 2023	SELL	$6.43 - $11.18 $112,222 - $195,124	-17,453 Reduced 13.77%	109,289 $732,000
Q2 2023 Aug 07, 2023	SELL	$5.58 - $8.05 $59,912 - $86,432	-10,737 Reduced 7.81%	126,742 $1.02 Million
Q1 2023 May 15, 2023	BUY	$3.39 - $6.4 $22,736 - $42,924	6,707 Added 5.13%	137,479 $807,000
Q4 2022 Feb 13, 2023	BUY	$3.21 - $7.11 $171,012 - $378,785	53,275 Added 68.74%	130,772 $443,000
Q2 2022 Aug 10, 2022	BUY	$5.55 - $17.79 $247,474 - $793,256	44,590 Added 135.5%	77,497 $430,000
Q1 2022 May 16, 2022	BUY	$13.78 - $21.24 $453,458 - $698,944	32,907 New	32,907 $571,000

Others Institutions Holding BITQ

# of Institutions

74

Shares Held

1.99M

Call Options Held

37.5K

Put Options Held

3K

Cetera Investment Advisers Schaumburg, IL

265K
Shares

$5.25 Million
0.01% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

157K
Shares

$3.11 Million
0.02% of portfolio
Atria Investments LLC Charlotte, NC

137K
Shares

$2.72 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

136K
Shares

$2.69 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

112K
Shares

$2.22 Million
0.0% of portfolio

About EXCHANGE TRADED CONCEPTS TR BI

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