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 $522,628. This represents 0.15% of its overall portfolio holdings.
Number of Shares
38,344
Previous 43,851
12.56%
Holding current value
$522,628
Previous $436,000
36.01%
% of portfolio
0.15%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
739Shares Held
500MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.22 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$620 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$425 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$337 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$246 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 $10.9B
- 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...