A detailed history of Cbiz Investment Advisory Services, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 107 shares of WSFS stock, worth $6,471. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107
Previous 123 13.01%
Holding current value
$6,471
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$45.65 - $57.21 $730 - $915
-16 Reduced 13.01%
107 $5,000
Q1 2024

May 13, 2024

BUY
$41.0 - $47.34 $5,043 - $5,822
123 New
123 $5,000

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 $3.75B
  • 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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