Lountzis Asset Management, LLC Wsfs Financial Corp Transaction History
Lountzis Asset Management, LLC
- $235 Million
- Q3 2024
A detailed history of Lountzis Asset Management, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Lountzis Asset Management, LLC holds 17,000 shares of WSFS stock, worth $976,990. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,000
Previous 19,000
10.53%
Holding current value
$976,990
Previous $893,000
3.02%
% of portfolio
0.37%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding WSFS
# of Institutions
273Shares Held
52.1MCall Options Held
16.2KPut Options Held
9.4K-
Black Rock Inc. New York, NY8.61MShares$495 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.02MShares$403 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.9MShares$224 Million0.05% of portfolio
-
State Street Corp Boston, MA3.03MShares$174 Million0.01% of portfolio
-
Franklin Resources Inc San Mateo, CA2.78MShares$160 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 $3.56B
- 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, ...