Avantax Advisory Services, Inc. So Fi Technologies, Inc. Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 102,751 shares of SOFI stock, worth $2.69 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
102,751
Previous 80,444
27.73%
Holding current value
$2.69 Million
Previous $935,000
100.11%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SOFI
# of Institutions
908Shares Held
583MCall Options Held
135MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.63 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.19 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$766 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$533 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$499 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 $20.9B
- 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...