Ep Wealth Advisors, LLC So Fi Technologies, Inc. Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 286,461 shares of SOFI stock, worth $3.42 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
286,461
Previous 375,765
23.77%
Holding current value
$3.42 Million
Previous $2.95 Million
49.37%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SOFI
# of Institutions
837Shares Held
523MCall Options Held
101MPut Options Held
97.1M-
Vanguard Group Inc Valley Forge, PA98.3MShares$1.18 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$543 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$374 Million0.4% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$233 Million0.73% of portfolio
-
State Street Corp Boston, MA18.8MShares$224 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 $9.56B
- 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...