True Wealth Design, LLC's ownership history for SOFI

True Wealth Design, LLC currently holds 1.3K shares with a market value of $33.7K. It started holding SOFI on 2024-12-31. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $34.4K on 2025-09-30. At its lowest, it held 586 shares on 2024-12-31, with a value of $7.1K on 2025-03-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 17. In the recent year, True Wealth Design, LLC has increased its shares by 700.