Legacy Wealth Planning »

Sofi Technologies shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $49k 10k 4.90

More positions owned by Legacy Wealth Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Glb High Div Fd (DEW)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Citadel Advisors
Susquehanna International
Silver Lake Group
UBS Group
ARK Investment Management
Geode Capital Management
Morgan Stanley
Shaolin Capital Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Jane Street
Walleye Trading
Jpmorgan Chase & Co

View all funds holding Sofi Technologies