Xcel Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 72,020 shares of SOFI stock, worth $1.12 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
72,020
Previous 68,020
5.88%
Holding current value
$1.12 Million
Previous $449,000
26.06%
% of portfolio
0.17%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SOFI
# of Institutions
742Shares Held
501MCall Options Held
71.7MPut Options Held
63.4M-
Vanguard Group Inc Valley Forge, PA89.4MShares$1.4 Billion0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$709 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$486 Million2.75% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.7MShares$386 Million0.05% of portfolio
-
State Street Corp Boston, MA18.1MShares$282 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 $12.5B
- 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...