Ep Wealth Advisors, LLC So Fi Technologies, Inc. Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 192,811 shares of SOFI stock, worth $4.26 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
192,811
Previous 286,461
32.69%
Holding current value
$4.26 Million
Previous $4.41 Million
49.17%
% of portfolio
0.02%
Previous 0.04%
Shares
9 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...