Capital Advisors Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 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 111,887 shares of SOFI stock, worth $1.33 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
111,887
Previous 108,179
3.43%
Holding current value
$1.33 Million
Previous $850,000
102.71%
% of portfolio
0.31%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding SOFI
# of Institutions
834Shares Held
523MCall Options Held
101MPut Options Held
90.8M-
Vanguard Group Inc Valley Forge, PA98.3MShares$1.17 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$539 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$371 Million0.4% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$231 Million0.73% of portfolio
-
State Street Corp Boston, MA18.8MShares$222 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 $9.48B
- 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...