San Luis Wealth Advisors LLC So Fi Technologies, Inc. Transaction History
San Luis Wealth Advisors LLC
- $473 Million
- Q4 2025
A detailed history of San Luis Wealth Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 54,668 shares of SOFI stock, worth $1.52 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
54,668
Previous 55,798
2.03%
Holding current value
$1.52 Million
Previous $1.47 Million
3.12%
% of portfolio
0.32%
Previous 0.33%
Shares
17 transactions
Others Institutions Holding SOFI
# of Institutions
1,100Shares Held
623MCall 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...