A detailed history of Buckingham Strategic Wealth, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,354 shares of WSFS stock, worth $307,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,354
Previous 5,354 -0.0%
Holding current value
$307,694
Previous $241,000 4.15%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$41.0 - $47.34 $287 - $331
7 Added 0.13%
5,354 $241,000
Q4 2023

Feb 14, 2024

BUY
$33.96 - $47.08 $181,584 - $251,736
5,347 New
5,347 $245,000
Q2 2023

Aug 11, 2023

SELL
$29.94 - $39.77 $14,461 - $19,208
-483 Reduced 8.16%
5,439 $205,000
Q1 2022

May 10, 2022

BUY
$46.62 - $56.06 $276,083 - $331,987
5,922 New
5,922 $276,000

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 $3.56B
  • 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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