A detailed history of Wealth Enhancement Advisory Services, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 387,575 shares of SOFI stock, worth $5.91 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
387,575
Previous 386,898 0.17%
Holding current value
$5.91 Million
Previous $2.56 Million 19.12%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$6.32 - $8.19 $4,278 - $5,544
677 Added 0.17%
387,575 $3.05 Million
Q2 2024

Jul 16, 2024

BUY
$6.32 - $7.89 $164,294 - $205,108
25,996 Added 7.2%
386,898 $2.56 Million
Q1 2024

Apr 15, 2024

BUY
$6.92 - $9.65 $1.73 Million - $2.41 Million
249,352 Added 223.53%
360,902 $2.63 Million
Q4 2023

Jan 30, 2024

BUY
$6.62 - $10.32 $384,251 - $599,014
58,044 Added 108.48%
111,550 $1.11 Million
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $395,944 - $612,643
53,506 New
53,506 $427,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.2B
  • 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...
More about SOFI
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.