Ep Wealth Advisors, LLC So Fi Technologies, Inc. Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
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 375,765 shares of SOFI stock, worth $6.02 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
375,765
Previous 382,844
1.85%
Holding current value
$6.02 Million
Previous $2.53 Million
16.72%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SOFI
# of Institutions
742Shares Held
500MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.43 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$728 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$499 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$396 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$289 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 $12.8B
- 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...