Diversify Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,805 shares of SOFI stock, worth $474,638. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,805
Previous 18,646
0.85%
Holding current value
$474,638
Previous $247 Million
79.74%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
904Shares Held
583MCall Options Held
135MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.53 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.15 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$738 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$514 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$481 Million0.03% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $20.2B
- 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...