Betterment LLC Calamos Advisors LLC Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
97,147
Previous 79,734 21.84%
Holding current value
$2.78 Million
Previous $2.16 Million 28.79%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
17,413 Added 21.84%
97,147 $2.78 Million
Q2 2025

Aug 14, 2025
BUY
N/A
69,347 Added 667.63%
79,734 $2.16 Million
Q1 2025

May 15, 2025
BUY
N/A
10,387 New
10,387 $241,000
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