A detailed history of Jfs Wealth Advisors, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 40 shares of WSFS stock, worth $2,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 25 60.0%
Holding current value
$2,300
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$45.65 - $57.21 $684 - $858
15 Added 60.0%
40 $2,000
Q4 2023

Feb 07, 2024

SELL
$33.96 - $47.08 $611 - $847
-18 Reduced 41.86%
25 $1,000
Q3 2023

Nov 02, 2023

BUY
$35.43 - $44.24 $389 - $486
11 Added 34.38%
43 $1,000
Q2 2023

Aug 07, 2023

SELL
$29.94 - $39.77 $299 - $397
-10 Reduced 23.81%
32 $1,000
Q1 2023

Apr 19, 2023

BUY
$37.05 - $51.16 $74 - $102
2 Added 5.0%
42 $1,000
Q4 2022

Feb 13, 2023

SELL
$44.36 - $49.78 $354 - $398
-8 Reduced 16.67%
40 $1,000
Q3 2022

Oct 21, 2022

BUY
$37.96 - $51.42 $1,518 - $2,056
40 Added 500.0%
48 $2,000
Q2 2022

Aug 02, 2022

SELL
$37.77 - $45.83 $868 - $1,054
-23 Reduced 74.19%
8 $0
Q1 2022

May 02, 2022

BUY
$46.62 - $56.06 $792 - $953
17 Added 121.43%
31 $1,000
Q4 2021

Feb 03, 2022

BUY
$47.5 - $55.67 $665 - $779
14 New
14 $1,000

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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