Betterment LLC Clockwise Capital LLC Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
8,833
Previous 8,487 4.08%
Holding current value
$217,000
Previous $216,000 0.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
346 Added 4.08%
8,833 $217,000
Q2 2025

Aug 14, 2025
BUY
N/A
8,487 New
8,487 $216,000
Q4 2024

Feb 14, 2025
SELL
N/A
-4,433 Reduced 34.32%
8,482 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,249 Added 49.03%
12,915 $0
Q2 2024

Aug 14, 2024
BUY
N/A
8,666 New
8,666 $235,000
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