Financial Life Planners WISDOMTREE BITCOIN FD Transaction History

Financial Life Planners

  • $149 Billion
  • Q3 2025
Number of Shares
14,005
Previous 10,141 38.1%
Holding current value
$1.7 Billion
Previous $1.16 Billion 46.62%
% of portfolio
1.14%
Previous 0.94%

Shares

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

Nov 13, 2025
BUY
N/A
3,864 Added 38.1%
14,005 $1.7 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
5,310 Added 109.92%
10,141 $1.16 Billion
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
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