Sofi Wealth, LLC Tidal ETF Tr Sofi Next 500 ETF Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Tidal ETF Tr Sofi Next 500 ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 5,694,251 shares of SFYX stock, worth $86.8 Million. This represents 11.23% of its overall portfolio holdings.

Number of Shares

5,694,251

Previous 5,445,231 4.57%

Holding current value

$86.8 Million

Previous $77.7 Million 5.82%

% of portfolio

11.23%

Previous 5.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$14.1 - $15.79 $3.51 Million - $3.93 Million	249,020 Added 4.57%	5,694,251 $82.2 Million
Q3 2024 Oct 29, 2024	BUY	$12.83 - $14.27 $5.54 Million - $6.16 Million	431,498 Added 8.61%	5,445,231 $77.7 Million
Q2 2024 Jul 18, 2024	BUY	$13.0 - $13.96 $6.56 Million - $7.04 Million	504,558 Added 11.19%	5,013,733 $66.8 Million
Q1 2024 May 07, 2024	BUY	$12.33 - $14.07 $4.16 Million - $4.75 Million	337,774 Added 8.1%	4,509,175 $62.9 Million
Q4 2023 Jan 24, 2024	BUY	$10.86 - $12.97 $2.38 Million - $2.85 Million	219,541 Added 5.56%	4,171,401 $53.3 Million
Q3 2023 Oct 24, 2023	BUY	$11.56 - $12.78 $2.42 Million - $2.68 Million	209,344 Added 5.59%	3,951,860 $46.5 Million
Q2 2023 Aug 03, 2023	BUY	$11.0 - $12.19 $2.4 Million - $2.66 Million	217,913 Added 6.18%	3,742,516 $45.6 Million
Q1 2023 Apr 14, 2023	BUY	$10.79 - $12.49 $2.09 Million - $2.42 Million	193,786 Added 5.82%	3,524,603 $40.4 Million
Q4 2022 Feb 08, 2023	BUY	$10.47 - $11.92 $1.56 Million - $1.78 Million	149,292 Added 4.69%	3,330,817 $36.7 Million
Q3 2022 Oct 19, 2022	BUY	$10.31 - $12.59 $1.89 Million - $2.31 Million	183,580 Added 6.12%	3,181,525 $32.9 Million
Q2 2022 Jul 25, 2022	BUY	$10.52 - $13.58 $2.17 Million - $2.8 Million	206,250 Added 7.39%	2,997,945 $32.1 Million
Q1 2022 May 16, 2022	BUY	$12.32 - $14.51 $34.4 Million - $40.5 Million	2,791,695 New	2,791,695 $37.6 Million

Others Institutions Holding SFYX

# of Institutions

Shares Held

5.8M

Call Options Held

Put Options Held

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About TIDAL ETF TR SOFI NEXT 500 ETF

Ticker SFYX
Sector ETFs
Industry ETFs

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