Betterment LLC Innovator U.S. Equity Power Bu Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Betterment LLC holds 5,185 shares of PJUL stock, worth $204,133. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,185

Previous 7,751 33.11%

Holding current value

$204,133

Previous $313,000 31.95%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$40.12 - $41.68 $102,947 - $106,950	-2,566 Reduced 33.11%	5,185 $213,000
Q3 2024 Nov 14, 2024	SELL	$37.89 - $40.48 $67,898 - $72,540	-1,792 Reduced 18.78%	7,751 $313,000
Q2 2024 Aug 14, 2024	BUY	$37.29 - $38.87 $31,621 - $32,961	848 Added 9.75%	9,543 $371,000
Q1 2024 May 10, 2024	BUY	$35.81 - $37.98 $4,583 - $4,861	128 Added 1.49%	8,695 $330,000
Q4 2023 Feb 09, 2024	BUY	$32.94 - $36.21 $21,345 - $23,464	648 Added 8.18%	8,567 $310,000
Q3 2023 Nov 09, 2023	BUY	$33.63 - $34.86 $25,693 - $26,633	764 Added 10.68%	7,919 $266,000
Q2 2023 Aug 07, 2023	SELL	$31.38 - $34.22 $251 - $273	-8 Reduced 0.11%	7,155 $245,000
Q1 2023 May 15, 2023	SELL	$29.97 - $31.76 $239 - $254	-8 Reduced 0.11%	7,163 $227,000
Q4 2022 Feb 13, 2023	BUY	$28.61 - $30.97 $205,162 - $222,085	7,171 New	7,171 $216,000

Others Institutions Holding PJUL

# of Institutions

265

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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