Financial Life Planners WISDOMTREE BITCOIN FD SHS BEN INT Transaction History

Financial Life Planners

  • $103 Billion
  • Q1 2025
Number of Shares
4,831
Previous 4,131 16.95%
Holding current value
$422 Million
Previous $408 Million 3.45%
% of portfolio
0.41%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
700 Added 16.95%
4,831 $422 Million
Q4 2024

Jan 24, 2025
BUY
N/A
4,131 New
4,131 $408 Million
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email