Diversify Wealth Management »

Sofi Technologies shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $400k 38k 10.42
2024-06-30 $251k 38k 6.54

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify 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