A detailed history of Western Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 46,711 shares of SOFI stock, worth $302,220. This represents 0.03% of its overall portfolio holdings.

Number of Shares
46,711
Holding current value
$302,220
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$6.92 - $9.65 $323,240 - $450,761
46,711 New
46,711 $340,000
Q3 2023

Nov 07, 2023

BUY
$7.4 - $11.45 $156,510 - $242,167
21,150 New
21,150 $168,000

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 $5.17B
  • 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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.