Modera Wealth Management, LLC Wsfs Financial Corp Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 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 18,259 shares of WSFS stock, worth $950,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,259

Previous 32,641 44.06%

Holding current value

$950,746

Previous $1.66 Million 41.71%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$48.57 - $61.09 $698,533 - $878,596	-14,382 Reduced 44.06%	18,259 $970,000
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

# of Institutions

264

Shares Held

53.8M

Call Options Held

9.7K

Put Options Held

1.2K

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.23B
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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Modera Wealth Management, LLC Wsfs Financial Corp Transaction History