Proshares Tr priv eqty-lstd shares owned by Betterment
Quarter-by-quarter ownership of Proshares Tr priv eqty-lstd (PEX) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Proshares Tr priv eqty-lstd
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Quarterly reported holdings in Proshares Tr priv eqty-lstd by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $230k | 8.2k | 28.21 |
| 2023-09-30 | $225k | 8.6k | 26.14 |
| 2023-06-30 | $262k | 9.5k | 27.67 |
| 2023-03-31 | $258k | 9.6k | 26.87 |
| 2022-12-31 | $263k | 10k | 26.13 |
| 2022-09-30 | $273k | 10k | 26.44 |
| 2022-06-30 | $273k | 10k | 26.44 |
| 2022-03-31 | $238k | 7.3k | 32.62 |
| 2020-03-31 | $230k | 11k | 21.30 |