Caliber Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 38,344 shares of SOFI stock, worth $514,959. This represents 0.15% of its overall portfolio holdings.
Number of Shares
38,344
Previous 43,851
12.56%
Holding current value
$514,959
Previous $436,000
36.01%
% of portfolio
0.15%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
834Shares Held
523MCall Options Held
101MPut Options Held
97.1M-
Vanguard Group Inc Valley Forge, PA98.3MShares$1.32 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$610 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$421 Million0.4% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$262 Million0.73% of portfolio
-
State Street Corp Boston, MA18.8MShares$252 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 $10.7B
- 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...