Modera Wealth Management, LLC Wsfs Financial Corp Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
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 35,041 shares of WSFS stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,041
Previous 65,736
46.69%
Holding current value
$1.7 Million
Previous $2.97 Million
44.52%
% of portfolio
0.02%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding WSFS
# of Institutions
241Shares Held
52.9MCall Options Held
13.5KPut Options Held
0-
Black Rock Inc. New York, NY8.61MShares$418 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.14MShares$347 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.9MShares$190 Million0.05% of portfolio
-
Franklin Resources Inc San Mateo, CA3.03MShares$147 Million0.05% of portfolio
-
State Street Corp Boston, MA2.94MShares$143 Million0.01% of portfolio
About WSFS FINANCIAL CORP
- Ticker WSFS
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 61,949,000
- Market Cap $3.01B
- 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, ...