San Luis Wealth Advisors LLC's ownership history for SOFI
San Luis Wealth Advisors LLC currently holds 57.2K shares with a market value of $1.0M. It started holding SOFI on 2024-09-30. At its peak, it held 60.3K shares on 2024-12-31. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 57.2K shares on 2025-09-30, with a value of $466 on 2024-09-30. In the recent 180 days, San Luis Wealth Advisors LLC has decreased its shares by 3.1K. In the recent year, San Luis Wealth Advisors LLC has decreased its shares by 3.0K.
It has also owned 8 contracts of calls, with the market value of the underlying securities totaling $5.7K on 2025-09-30. At its peak, it held 8 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $5.7K on 2025-09-30. At its lowest, it held 8 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $5.7K on 2025-09-30.