Lokken Investment Group LLC Wsfs Financial Corp Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 2024
A detailed history of Lokken Investment Group LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Lokken Investment Group LLC holds 11,989 shares of WSFS stock, worth $671,384. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,989
Previous 11,988
0.01%
Holding current value
$671,384
Previous $563,000
8.53%
% of portfolio
0.27%
Previous 0.28%
Shares
14 transactions
Others Institutions Holding WSFS
# of Institutions
267Shares Held
51.9MCall Options Held
16.2KPut Options Held
9.4K-
Black Rock Inc. New York, NY8.61MShares$482 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.02MShares$393 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.9MShares$219 Million0.05% of portfolio
-
State Street Corp Boston, MA3.03MShares$170 Million0.01% of portfolio
-
Franklin Resources Inc San Mateo, CA2.78MShares$156 Million0.04% of portfolio
About WSFS FINANCIAL CORP
- Ticker WSFS
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 61,949,000
- Market Cap $3.47B
- 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, ...