Ep Wealth Advisors, LLC So Fi Technologies, Inc. Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 376,722 shares of SOFI stock, worth $2.43 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
376,722
Previous 377,022
0.08%
Holding current value
$2.43 Million
Previous $3.75 Million
26.69%
% of portfolio
0.03%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SOFI
# of Institutions
702Shares Held
435MCall Options Held
55.2MPut Options Held
67.7M-
Vanguard Group Inc Valley Forge, PA82.8MShares$534 Million0.01% of portfolio
-
Black Rock Inc. New York, NY41.8MShares$270 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$201 Million2.75% of portfolio
-
State Street Corp Boston, MA16.5MShares$106 Million0.01% of portfolio
-
Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl16.2MShares$105 Million0.85% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $5.16B
- 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...