WIM
LIF

WealthPlan Investment Management’s Life360 LIF Stock Holding History

WealthPlan Investment Management’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Buy
10,600
+50
+0.5% +$3.26K 0.05% 212
2025
Q1 		$405K Buy
10,550
+558
+6% +$21.4K 0.04% 193
2024
Q4 		$412K Buy
9,992
+247
+3% +$10.2K 0.04% 189
2024
Q3 		$383K Buy
9,745
+738
+8% +$29K 0.04% 174
2024
Q2 		$292K Buy
+9,007
New +$292K 0.04% 153