Betterment LLC First Trust Advisors LP Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
18,550
Previous 12,198 52.07%
Holding current value
$395,000
Previous $257,000 53.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
6,352 Added 52.07%
18,550 $395,000
Q2 2025

Aug 14, 2025
BUY
N/A
12,198 New
12,198 $257,000
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