A detailed history of Affinity Wealth Management LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Affinity Wealth Management LLC holds 4,601 shares of WSFS stock, worth $212,106. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,601
Previous 4,601 -0.0%
Holding current value
$212,106
Previous $211,000 1.9%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

BUY
$33.96 - $47.08 $156,249 - $216,615
4,601 New
4,601 $211,000
Q3 2022

Nov 14, 2022

BUY
$37.96 - $51.42 $174,653 - $236,583
4,601 New
4,601 $214,000
Q1 2022

May 12, 2022

SELL
$46.62 - $56.06 $214,498 - $257,932
-4,601 Closed
0 $0
Q3 2021

Nov 04, 2021

BUY
$42.8 - $52.05 $196,922 - $239,482
4,601 New
4,601 $241,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $2.86B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
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