Affinity Wealth Management LLC Wsfs Financial Corp Transaction History
Affinity Wealth Management LLC
- $511 Million
- Q4 2024
A detailed history of Affinity Wealth Management LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Affinity Wealth Management LLC holds 4,492 shares of WSFS stock, worth $241,355. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,492
Previous 4,492
-0.0%
Holding current value
$241,355
Previous $229,000
3.93%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding WSFS
# of Institutions
264Shares Held
53.8MCall Options Held
9.7KPut Options Held
1.2K-
Black Rock Inc. New York, NY8.61MShares$462 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7MShares$376 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.9MShares$210 Million0.05% of portfolio
-
State Street Corp Boston, MA3.31MShares$178 Million0.01% of portfolio
-
Franklin Resources Inc San Mateo, CA2.55MShares$137 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 $3.33B
- 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, ...