Cassaday & CO Wealth Management LLC So Fi Technologies, Inc. Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 10,000 shares of SOFI stock, worth $165,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,450
4.31%
Holding current value
$165,000
Previous $69,000
13.04%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
747Shares Held
500MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.48 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$750 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$514 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$408 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$298 Million0.01% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $13.2B
- 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...