Lountzis Asset Management, LLC Wsfs Financial Corp Transaction History
Lountzis Asset Management, LLC
- $231 Million
- Q4 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 15,071 shares of WSFS stock, worth $806,901. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,071
Previous 17,000
11.35%
Holding current value
$806,901
Previous $866,000
7.62%
% of portfolio
0.35%
Previous 0.37%
Shares
3 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$461 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7MShares$375 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.9MShares$209 Million0.05% of portfolio
-
State Street Corp Boston, MA3.31MShares$177 Million0.01% of portfolio
-
Franklin Resources Inc San Mateo, CA2.55MShares$136 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 $3.32B
- 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, ...