A detailed history of Global Retirement Partners, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 725 shares of WSFS stock, worth $38,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
725
Previous 778 6.81%
Holding current value
$38,707
Previous $36,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

SELL
$45.65 - $57.21 $2,419 - $3,032
-53 Reduced 6.81%
725 $36,000
Q2 2024

Jul 23, 2024

SELL
$41.74 - $47.0 $3,380 - $3,807
-81 Reduced 9.43%
778 $36,000
Q1 2024

Apr 23, 2024

SELL
$41.0 - $47.34 $2,747 - $3,171
-67 Reduced 7.24%
859 $38,000
Q4 2023

Jan 18, 2024

SELL
$33.96 - $47.08 $13,957 - $19,349
-411 Reduced 30.74%
926 $42,000
Q3 2023

Oct 13, 2023

BUY
$35.43 - $44.24 $2,515 - $3,141
71 Added 5.61%
1,337 $48,000
Q2 2023

Jul 20, 2023

SELL
$29.94 - $39.77 $5,209 - $6,919
-174 Reduced 12.08%
1,266 $47,000
Q1 2023

May 05, 2023

BUY
$37.05 - $51.16 $8,929 - $12,329
241 Added 20.1%
1,440 $54,000
Q3 2022

Nov 03, 2022

BUY
$37.96 - $51.42 $493 - $668
13 Added 1.1%
1,199 $56,000
Q2 2022

Jul 15, 2022

BUY
$37.77 - $45.83 $755 - $916
20 Added 1.72%
1,186 $48,000
Q1 2022

Jul 14, 2022

BUY
$46.62 - $56.06 $54,358 - $65,365
1,166 New
1,166 $47,000

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 $3.31B
  • 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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