Dynasty Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 11,992 shares of SOFI stock, worth $352,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,992Holding current value
$352,205% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SOFI
# of Institutions
992Shares Held
592MCall Options Held
137MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.95 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.34 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$859 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$598 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$560 Million0.03% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $23.5B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...