Evercore Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Evercore Wealth Management, LLC
- $6.66 Billion
- Q3 2024
A detailed history of Evercore Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 25,000 shares of SOFI stock, worth $340,750. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25,000
Previous 35,849
30.26%
Holding current value
$340,750
Previous $236,000
16.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
739Shares Held
500MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.22 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$620 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$425 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$337 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$246 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 $10.9B
- 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...