Summit Trail Advisors, LLC So Fi Technologies, Inc. Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 259,916 shares of SOFI stock, worth $1.72 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
259,916
Previous 243,069
6.93%
Holding current value
$1.72 Million
Previous $2.42 Million
21.55%
% of portfolio
0.05%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SOFI
# of Institutions
699Shares Held
435MCall Options Held
55.2MPut Options Held
67.7M-
Vanguard Group Inc Valley Forge, PA82.8MShares$547 Million0.01% of portfolio
-
Black Rock Inc. New York, NY41.8MShares$276 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$206 Million2.75% of portfolio
-
State Street Corp Boston, MA16.5MShares$109 Million0.01% of portfolio
-
Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl16.2MShares$107 Million0.85% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $5.29B
- 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...