SOFI WEALTH, LLC SFY Holdings History
SOFI WEALTH, LLC's SoFi Select 500 ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 1.74 Mil shares of SoFi Select 500 ETF(SFY), totaling $177.09 Mil. This investment constitutes 13.31% of their stock portfolio, and SOFI WEALTH, LLC now holds 39.94% of the outstanding SoFi Select 500 ETF(SFY) stock.
The initial trade took place in 2022Q1. And since then SOFI WEALTH, LLC has made 10 purchases of SFY, at an average price of $16.28, for a total of 30.76 Mil shares. In addition, there have been 2 sales at an average price of $101.33 for 29.02 Mil shares. Based on historical transaction data and SFY's current price of $116.40, SOFI WEALTH, LLC's estimated gain on his SFY holdings is $2.64 Bil, reflecting a 527.54% gain to date.
SOFI WEALTH, LLC SFY ($116.40) Holding Chart
SOFI WEALTH, LLC SFY ($116.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
