Caliber Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 38,344 shares of SOFI stock, worth $607,752. This represents 0.15% of its overall portfolio holdings.
Number of Shares
38,344
Previous 43,851
12.56%
Holding current value
$607,752
Previous $436,000
36.01%
% of portfolio
0.15%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
854Shares Held
519MCall Options Held
101MPut Options Held
70.5M-
Vanguard Group Inc Valley Forge, PA99.5MShares$1.58 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$720 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35.1MShares$556 Million0.41% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$302 Million0.02% of portfolio
-
State Street Corp Boston, MA18.7MShares$297 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 $12.7B
- 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...