A detailed history of Sofi Wealth, LLC transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 29,264,149 shares of SFY stock, worth $587 Million. This represents 50.69% of its overall portfolio holdings.

Number of Shares
29,264,149
Previous 27,500,774 6.41%
Holding current value
$587 Million
Previous $466 Million 17.03%
% of portfolio
50.69%
Previous 49.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$16.61 - $18.63 $29.3 Million - $32.9 Million
1,763,375 Added 6.41%
29,264,149 $545 Million
Q4 2023

Jan 24, 2024

BUY
$14.59 - $17.08 $13 Million - $15.3 Million
894,411 Added 3.36%
27,500,774 $466 Million
Q3 2023

Oct 24, 2023

BUY
$15.18 - $16.24 $14.3 Million - $15.3 Million
942,184 Added 3.67%
26,606,363 $407 Million
Q2 2023

Aug 03, 2023

BUY
$14.11 - $15.69 $11.2 Million - $12.5 Million
796,174 Added 3.2%
25,664,179 $402 Million
Q1 2023

Apr 14, 2023

BUY
$13.16 - $14.65 $16.2 Million - $18.1 Million
1,232,260 Added 5.21%
24,868,005 $359 Million
Q4 2022

Feb 08, 2023

BUY
$13.06 - $14.38 $14.8 Million - $16.3 Million
1,130,420 Added 5.02%
23,635,745 $314 Million
Q3 2022

Oct 19, 2022

BUY
N/A
1,072,836 Added 5.01%
22,505,325 $286 Million
Q2 2022

Jul 25, 2022

BUY
N/A
1,323,863 Added 6.58%
21,432,489 $282 Million
Q1 2022

May 16, 2022

BUY
N/A
20,108,626 New
20,108,626 $329 Million

Others Institutions Holding SFY

About TIDAL ETF TR SOFI 500 ETF


  • Ticker SFY
  • Sector ETFs
  • Industry ETFs
More about SFY
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