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Sofi Technologies shares owned by Avaii Wealth Management

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

Historical chart of Avaii Wealth Management investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 7.8k 26.42

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Chevron Corporation (CVX)
Eaton Corp SHS (ETN)

View all positions for Avaii Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies