Allworth Financial LP Sofi Social 50 ETF Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Sofi Social 50 ETF stock. As of the latest transaction made, Allworth Financial LP holds 27 shares of SFYF stock, worth $1,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,334

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$33.98 - $46.81 $917 - $1,263	27 New	27 $1,000

Others Institutions Holding SFYF

# of Institutions

Shares Held

17.1K

Call Options Held

12.5K

Put Options Held

Perigon Wealth Management, LLC San Francisco, CA

11.2K
Shares

$554,429
0.01% of portfolio
Envestnet Asset Management Inc

5.48K
Shares

$270,865
0.0% of portfolio
Time Scale Financial, Inc.

200
Shares

$9,882
0.0% of portfolio
Transce3nd, LLC Kyle, TX

190
Shares

$9,387
0.0% of portfolio
Morgan Stanley New York, NY

26
Shares

$1,284
0.0% of portfolio

View Full List

About SOFI SOCIAL 50 ETF

Ticker SFYF
Sector ETFs
Industry ETFs

More about SFYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account