Bartlett & Co. Wealth Management LLC So Fi Technologies, Inc. Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,469 shares of SOFI stock, worth $40,867. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,469
Previous 1,000
46.9%
Holding current value
$40,867
Previous $18.2 Million
99.79%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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...