Capital Advisors Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 102,999 shares of SOFI stock, worth $864,161. This represents 0.13% of its overall portfolio holdings.
Number of Shares
102,999
Previous 102,513
0.47%
Holding current value
$864,161
Previous $748,000
9.09%
% of portfolio
0.13%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SOFI
# of Institutions
700Shares Held
458MCall Options Held
62.6MPut Options Held
57.7M-
Vanguard Group Inc Valley Forge, PA90MShares$755 Million0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$381 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$261 Million2.53% of portfolio
-
State Street Corp Boston, MA17.8MShares$149 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA17.3MShares$145 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 $6.71B
- 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...