Mount Yale Investment Advisors, LLC So Fi Technologies, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,976 shares of SOFI stock, worth $118,007. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,976Holding current value
$118,007% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SOFI
# of Institutions
975Shares Held
590MCall Options Held
137MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.98 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.35 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$868 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$604 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$566 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 $23.7B
- 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...