Betterment LLC Morgan Stanley Investment Management Inc Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
26,421
Previous 20,234 30.58%
Holding current value
$1.34 Million
Previous $1.03 Million 30.73%
% of portfolio
0.0%
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
6,187 Added 30.58%
26,421 $1.34 Million
Q2 2025

Aug 14, 2025
BUY
N/A
15,813 Added 357.68%
20,234 $1.03 Million
Q1 2025

May 15, 2025
BUY
N/A
4,421 New
4,421 $224,000
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