Assetmark, Inc Wsfs Financial Corp Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Wsfs Financial Corp stock. As of the latest transaction made, Assetmark, Inc holds 16 shares of WSFS stock, worth $914. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$914

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$48.57 - $61.09 $777 - $977	16 New	16 $0
Q1 2018 May 16, 2018	SELL	$46.65 - $52.95 $699 - $794	-15 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$46.35 - $52.05 $695 - $780	15	15 $1,000

Others Institutions Holding WSFS

# of Institutions

268

Shares Held

52.2M

Call Options Held

16.2K

Put Options Held

9.4K

Black Rock Inc. New York, NY

8.61M
Shares

$492 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

7.02M
Shares

$401 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

3.9M
Shares

$223 Million
0.05% of portfolio
State Street Corp Boston, MA

3.03M
Shares

$173 Million
0.01% of portfolio
Franklin Resources Inc San Mateo, CA

2.78M
Shares

$159 Million
0.04% of portfolio

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.54B
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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