Wealthspire Advisors, LLC Sofi Social 50 ETF Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Sofi Social 50 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 120 shares of SFYF stock, worth $6,543. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Holding current value

$6,543

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$46.13 - $54.85 $5,535 - $6,582	120 New	120 $6,000

Others Institutions Holding SFYF

# of Institutions

Shares Held

28.9K

Call Options Held

Put Options Held

Perigon Wealth Management, LLC San Francisco, CA

10.9K
Shares

$595,194
0.01% of portfolio
Envestnet Asset Management Inc

7.65K
Shares

$417,318
0.0% of portfolio
Two Sigma Investments, LP New York, NY

4.5K
Shares

$245,385
0.0% of portfolio
Truist Financial Corp

4.02K
Shares

$219,428
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

913
Shares

$49,785
0.0% of portfolio

View Full List

About SOFI SOCIAL 50 ETF

Ticker SFYF
Sector ETFs
Industry ETFs

More about SFYF

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