Trellis Wealth Advisors LLC's ownership history for SOFI

Trellis Wealth Advisors LLC currently holds 8.5K shares with a market value of $222.5K. It started holding SOFI on 2025-12-31. At its peak, it held 8.5K shares on 2025-12-31. Its highest holding value was $222.5K on 2025-12-31. At its lowest, it held 8.5K shares on 2025-12-31, with a value of $222.5K on 2025-12-31.