Betterment LLC Summit Global Investments LLC Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
27,457
Previous 24,993 9.86%
Holding current value
$797,000
Previous $701,000 13.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
2,464 Added 9.86%
27,457 $797,000
Q2 2025

Aug 14, 2025
SELL
N/A
-5,118 Reduced 17.0%
24,993 $701,000
Q1 2025

May 15, 2025
BUY
N/A
5,574 Added 22.72%
30,111 $832,000
Q4 2024

Feb 14, 2025
BUY
N/A
3,351 Added 15.82%
24,537 $0
Q3 2024

Nov 14, 2024
BUY
N/A
10,059 Added 90.4%
21,186 $0
Q2 2024

Aug 14, 2024
BUY
N/A
11,127 New
11,127 $334,000
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