Rooted Wealth Advisors, Inc.'s ownership history for SOFI

Rooted Wealth Advisors, Inc. currently holds 11.6K shares with a market value of $241.0K. It started holding SOFI on 2025-09-30. At its peak, it held 11.6K shares on 2025-12-31. Its highest holding value was $264.6K on 2025-09-30. At its lowest, it held 10.5K shares on 2025-09-30, with a value of $241.0K on 2025-12-31.