Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Number of Shares
49,380
Previous 40,476 22.0%
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
8,904 Added 22.0%
49,380 $0
Q3 2024

Nov 14, 2024
BUY
N/A
19,701 Added 94.83%
40,476 $0
Q2 2024

Aug 14, 2024
BUY
N/A
20,775 New
20,775 $542,000
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email