Rooted Wealth Advisors, Inc. So Fi Technologies, Inc. Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 10,483 shares of SOFI stock, worth $300,652. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,483Holding current value
$300,652% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SOFI
# of Institutions
926Shares Held
584MCall Options Held
135MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.88 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.3 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$839 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$584 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$547 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 $22.9B
- 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...