Gilliland Jeter Wealth Management LLC So Fi Technologies, Inc. Transaction History
Gilliland Jeter Wealth Management LLC
- $307 Billion
- Q2 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 11,500 shares of SOFI stock, worth $303,140. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,500
Previous 11,500
-0.0%
Holding current value
$303,140
Previous $134 Million
56.58%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SOFI
# of Institutions
905Shares Held
583MCall Options Held
135MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.64 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.2 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$771 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$537 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$503 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 $21.1B
- 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...