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 5,445,231 shares of SFYX stock, worth $80.2 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares
5,445,231
Previous 5,013,733 8.61%
Holding current value
$80.2 Million
Previous $66.8 Million 16.26%
% of portfolio
5.72%
Previous 5.6%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TIDAL ETF TR SOFI NEXT 500 ETF


  • Ticker SFYX
  • Sector ETFs
  • Industry ETFs
More about SFYX
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