A detailed history of Captrust Financial Advisors transactions in William Penn Bancorporation stock. As of the latest transaction made, Captrust Financial Advisors holds 13,542 shares of WMPN stock, worth $175,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,542
Previous 13,508 0.25%
Holding current value
$175,775
Previous $153,000 7.84%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$11.0 - $12.4 $374 - $421
34 Added 0.25%
13,542 $165,000
Q2 2024

Aug 14, 2024

BUY
$11.33 - $12.5 $373 - $412
33 Added 0.24%
13,508 $153,000
Q1 2024

May 15, 2024

BUY
$11.69 - $12.96 $374 - $414
32 Added 0.24%
13,475 $166,000
Q4 2023

Feb 14, 2024

BUY
$11.73 - $12.6 $398 - $428
34 Added 0.25%
13,443 $164,000
Q3 2023

Nov 14, 2023

BUY
$9.88 - $12.48 $355 - $449
36 Added 0.27%
13,409 $167,000
Q2 2023

Aug 14, 2023

BUY
$8.97 - $11.13 $119,955 - $148,841
13,373 New
13,373 $135,000
Q2 2022

Aug 16, 2022

BUY
$11.35 - $12.78 $88,166 - $99,275
7,768 New
7,768 $91,000

Others Institutions Holding WMPN

About William Penn Bancorporation


  • Ticker WMPN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,499,200
  • Market Cap $188M
  • Description
  • William Penn Bancorporation operates as the holding company for William Penn Bank that provides retail and commercial banking products and related financial services in the United States. The company offers time, savings, and demand deposits; certificates of deposit; and checking, money market, savings and club, and individual retirement account...
More about WMPN
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