Summit Trail Advisors, LLC So Fi Technologies, Inc. Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 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 277,535 shares of SOFI stock, worth $4.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
277,535
Previous 280,464
1.04%
Holding current value
$4.3 Million
Previous $2.2 Million
93.92%
% of portfolio
0.16%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding SOFI
# of Institutions
769Shares Held
491MCall Options Held
71.5MPut Options Held
67.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.39 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$704 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$483 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$383 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$280 Million0.01% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $12.4B
- 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...