A detailed history of Wealthspan Partners, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Wealthspan Partners, LLC holds 17,116 shares of SOFI stock, worth $233,291. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,116
Previous 11,116 53.98%
Holding current value
$233,291
Previous $73,000 83.56%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$6.32 - $8.19 $37,920 - $49,140
6,000 Added 53.98%
17,116 $134,000
Q2 2024

Jul 19, 2024

BUY
$6.32 - $7.89 $70,253 - $87,705
11,116 New
11,116 $73,000

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 $10.9B
  • 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
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