Concurrent Investment Advisors, LLC So Fi Technologies, Inc. Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 5,000 shares of SOFI stock, worth $110,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,000
Previous 173,739
97.12%
Holding current value
$110,500
Previous $2.02 Billion
95.49%
% of portfolio
0.0%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SOFI
# of Institutions
875Shares Held
531MCall Options Held
106MPut Options Held
74.6M-
Vanguard Group Inc Valley Forge, PA99.5MShares$2.2 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35.1MShares$775 Million0.41% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$421 Million0.03% of portfolio
-
State Street Corp Boston, MA18.7MShares$414 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 $17.7B
- 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...