Integrated Wealth Concepts LLC So Fi Technologies, Inc. Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 72,180 shares of SOFI stock, worth $2.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
72,180
Previous 61,932
16.55%
Holding current value
$2.01 Million
Previous $1.13 Million
69.12%
% of portfolio
0.02%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SOFI
# of Institutions
1,078Shares Held
632MCall Options Held
123MPut Options Held
117M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $22.2B
- 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...