A detailed history of Ever Source Wealth Advisors, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 327 shares of WSFS stock, worth $18,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares
327
Previous 327 -0.0%
Holding current value
$18,992
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023

SELL
$35.43 - $44.24 $1,027 - $1,282
-29 Reduced 8.15%
327 $11,000
Q2 2023

Aug 04, 2023

BUY
$29.94 - $39.77 $10,239 - $13,601
342 Added 2442.86%
356 $13,000
Q1 2023

May 11, 2023

SELL
$37.05 - $51.16 $4,186 - $5,781
-113 Reduced 88.98%
14 $0
Q3 2022

Nov 07, 2022

SELL
$37.96 - $51.42 $47,032 - $63,709
-1,239 Reduced 90.7%
127 $6,000
Q2 2022

Aug 01, 2022

BUY
$37.77 - $45.83 $37,014 - $44,913
980 Added 253.89%
1,366 $55,000
Q4 2021

Feb 07, 2022

BUY
$47.5 - $55.67 $18,335 - $21,488
386 New
386 $19,000

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 $3.6B
  • 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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