Xcel Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
A detailed history of Xcel Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 71,720 shares of SOFI stock, worth $902,954. This represents 0.31% of its overall portfolio holdings.
Number of Shares
71,720
Previous 72,020
0.42%
Holding current value
$902,954
Previous $566,000
95.05%
% of portfolio
0.31%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SOFI
# of Institutions
835Shares Held
523MCall Options Held
101MPut Options Held
97.1M-
Vanguard Group Inc Valley Forge, PA98.3MShares$1.24 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$572 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$394 Million0.4% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$245 Million0.73% of portfolio
-
State Street Corp Boston, MA18.8MShares$236 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 $10.1B
- 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...