Betterment LLC Toroso Investments LLC ETFs/USA Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
67,027
Previous 61,435 9.1%
Holding current value
$1.34 Million
Previous $1.23 Million 9.37%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
5,592 Added 9.1%
67,027 $1.34 Million
Q2 2025

Aug 14, 2025
BUY
N/A
17,844 Added 40.94%
61,435 $1.23 Million
Q1 2025

May 15, 2025
BUY
N/A
1,324 Added 3.13%
43,591 $874,000
Q4 2024

Feb 14, 2025
BUY
N/A
42,267 New
42,267 $0
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