Envestnet Asset Management Inc Sofi Social 50 ETF Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Sofi Social 50 ETF stock. As of the latest transaction made, Envestnet Asset Management Inc holds 7,653 shares of SFYF stock, worth $417,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,653
Previous 5,482
39.6%
Holding current value
$417,318
Previous $256,000
63.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SFYF
# of Institutions
13Shares Held
28.9KCall Options Held
0Put Options Held
0-
Perigon Wealth Management, LLC San Francisco, CA10.9KShares$595,1940.01% of portfolio
-
Two Sigma Investments, LP New York, NY4.5KShares$245,3850.0% of portfolio
-
Truist Financial Corp4.02KShares$219,4280.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ913Shares$49,7850.0% of portfolio
-
Advisory Services Network, LLC425Shares$23,1750.0% of portfolio