Bergan Kdv Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 91 shares of SOFI stock, worth $1,078. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 91
-0.0%
Holding current value
$1,078
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SOFI
# of Institutions
837Shares Held
523MCall Options Held
101MPut Options Held
90.8M-
Vanguard Group Inc Valley Forge, PA98.3MShares$1.17 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$539 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$371 Million0.4% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$231 Million0.73% of portfolio
-
State Street Corp Boston, MA18.8MShares$222 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 $9.48B
- 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...