SOFI WEALTH, LLC SFYX Holdings History

Number of Shares
1,059.00
Current Holdings Value*
$14,320.00
% of Portfolio
0%
Total Estimate Gain
$8.77 Mil
% of Total Estimate Gain
11.86%

SOFI WEALTH, LLC's SoFi Next 500 ETF Holding Summary

As of 2025-03-31, SOFI WEALTH, LLC held 1,059.00 shares of SoFi Next 500 ETF(SFYX), totaling $14,320.00. This investment constitutes 0% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.06% of the outstanding SoFi Next 500 ETF(SFYX) stock.

The initial trade took place in 2022Q1. And since then SOFI WEALTH, LLC has made 11 purchases of SFYX, at an average price of $12.99, for a total of 5.69 Mil shares. In addition, there have been 1 sales at an average price of $14.53 for 5.69 Mil shares. Based on historical transaction data and SFYX's current price of $15.19, SOFI WEALTH, LLC's estimated gain on his SFYX holdings is $8.77 Mil, reflecting a 11.86% gain to date.

SOFI WEALTH, LLC SFYX ($15.19) Holding Chart

SOFI WEALTH, LLC SFYX ($15.19) 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 %

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