Betterment LLC Toroso Investments LLC/United States Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
24,098
Previous 22,707 6.13%
Holding current value
$420,000
Previous $368,000 14.13%
% 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
1,391 Added 6.13%
24,098 $420,000
Q2 2025

Aug 14, 2025
BUY
N/A
5,493 Added 31.91%
22,707 $368,000
Q1 2025

May 15, 2025
BUY
N/A
41 Added 0.24%
17,214 $292,000
Q4 2024

Feb 14, 2025
BUY
N/A
17,173 New
17,173 $0
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