Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Number of Shares
503,117
Previous 342,273 46.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
160,844 Added 46.99%
503,117 $0
Q3 2024

Nov 14, 2024
BUY
N/A
224,444 Added 190.48%
342,273 $0
Q2 2024

Aug 14, 2024
BUY
N/A
117,829 New
117,829 $3.02 Million
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