Concurrent Investment Advisors, LLC So Fi Technologies, Inc. Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 173,739 shares of SOFI stock, worth $2.31 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
173,739
Previous 7,000
2381.99%
Holding current value
$2.31 Million
Previous $108 Million
1774.38%
% of portfolio
0.05%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SOFI
# of Institutions
854Shares Held
519MCall Options Held
101MPut Options Held
70.5M-
Vanguard Group Inc Valley Forge, PA99.5MShares$1.32 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$605 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35.1MShares$467 Million0.41% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$253 Million0.02% of portfolio
-
State Street Corp Boston, MA18.7MShares$249 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 $10.6B
- 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...