Gilliland Jeter Wealth Management LLC So Fi Technologies, Inc. Transaction History
Gilliland Jeter Wealth Management LLC
- $324 Billion
- Q3 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 11,500 shares of SOFI stock, worth $319,930. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,500
Previous 11,500
-0.0%
Holding current value
$319,930
Previous $209 Million
45.09%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SOFI
# of Institutions
1,081Shares Held
621MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $22.2B
- 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...