A detailed history of Modera Wealth Management, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 32,641 shares of WSFS stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,641
Previous 35,041 6.85%
Holding current value
$1.88 Million
Previous $1.65 Million 1.09%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$45.65 - $57.21 $109,560 - $137,304
-2,400 Reduced 6.85%
32,641 $1.66 Million
Q2 2024

Jul 29, 2024

SELL
$41.74 - $47.0 $1.28 Million - $1.44 Million
-30,695 Reduced 46.69%
35,041 $1.65 Million
Q1 2024

May 14, 2024

BUY
$41.0 - $47.34 $328 - $378
8 Added 0.01%
65,736 $2.97 Million
Q4 2023

Feb 14, 2024

SELL
$33.96 - $47.08 $1,799 - $2,495
-53 Reduced 0.08%
65,728 $3.02 Million
Q3 2023

Nov 01, 2023

SELL
$35.43 - $44.24 $6,731 - $8,405
-190 Reduced 0.29%
65,781 $2.4 Million
Q2 2023

Aug 07, 2023

SELL
$29.94 - $39.77 $389 - $517
-13 Reduced 0.02%
65,971 $2.49 Million
Q1 2023

May 05, 2023

BUY
$37.05 - $51.16 $3,334 - $4,604
90 Added 0.14%
65,984 $2.48 Million
Q4 2022

Feb 07, 2023

SELL
$44.36 - $49.78 $460,811 - $517,114
-10,388 Reduced 13.62%
65,894 $2.99 Million
Q3 2022

Nov 01, 2022

SELL
$37.96 - $51.42 $728,338 - $986,595
-19,187 Reduced 20.1%
76,282 $3.54 Million
Q2 2022

Jul 27, 2022

SELL
$37.77 - $45.83 $731,302 - $887,360
-19,362 Reduced 16.86%
95,469 $3.83 Million
Q1 2022

May 03, 2022

BUY
$46.62 - $56.06 $4.78 Million - $5.74 Million
102,433 Added 826.21%
114,831 $5.35 Million
Q4 2021

Feb 04, 2022

BUY
$47.5 - $55.67 $57,760 - $67,694
1,216 Added 10.87%
12,398 $621,000
Q4 2020

Feb 11, 2021

BUY
$27.23 - $45.24 $304,485 - $505,873
11,182 New
11,182 $502,000

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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