Private Wealth Management Group, LLC So Fi Technologies, Inc. Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 79 shares of SOFI stock, worth $2,197. This represents 0.0% of its overall portfolio holdings.
Number of Shares
79
Previous 79
-0.0%
Holding current value
$2,197
Previous $1.44 Million
45.1%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SOFI
# of Institutions
1,085Shares Held
622MCall Options Held
135MPut Options Held
126M-
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...