Bergan Kdv Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 91 shares of SOFI stock, worth $1,396. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 91
-0.0%
Holding current value
$1,396
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SOFI
# of Institutions
742Shares Held
500MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.37 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$698 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$478 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$379 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$277 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 $12.3B
- 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...