CarsonAllaria Wealth Management »

Sofi Technologies shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9k 375 7.86

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Silver Lake Group
Jane Street
Susquehanna International
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Morgan Stanley
ARK Investment Management
Renaissance Technologies
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas

View all funds holding Sofi Technologies