Purchases and Sales Made in Q4 2024 in Sofi Social 50 ETF (SFYF)
This table provides information about the institutional ownership of Sofi Social 50 ETF (SFYF) during Q4 2024. The information is specifically focused on institutions that hold shares of SOFI SOCIAL 50 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
39.8KNew |
$1.46M - $1.82M
|
39.8K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
190New |
$6.98K - $8.68K
|
190
$8.37K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.15% |
$36.7 - $45.7
|
677
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 4.0% |
$36.7 - $45.7
|
26
$1.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-520- 4.43% |
$19.1K - $23.8K
|
11.2K
$494K
|