WSFS FINL CORP

Ticker: WSFS CUSIP: 929328102 Class: Common Stock

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,219 Value ($000) $564 Avg Close $54.72 Range $49.92 - $58.86
Q3 2025
Shares 10,216 Value ($000) $551 Avg Close $56.46 Range $52.58 - $59.67
Q2 2025
Shares 17,416 Value ($000) $958 Avg Close $51.93 Range $42.44 - $57.06
Q1 2025
Shares 18,234 Value ($000) $946 Avg Close $53.85 Range $49.65 - $59.43
Q4 2024
Shares 18,259 Value ($000) $970 Avg Close $54.41 Range $47.87 - $62.75
Q3 2024
Shares 32,641 Value ($000) $1,664 Avg Close $51.82 Range $45.42 - $58.59
Q2 2024
Shares 35,041 Value ($000) $1,647 Avg Close $44.26 Range $41.33 - $47.55
Q1 2024
Shares 65,736 Value ($000) $2,967 Avg Close $43.52 Range $40.20 - $47.71
Q4 2023
Shares 65,728 Value ($000) $3,019 Avg Close $39.24 Range $33.12 - $47.97
Q3 2023
Shares 65,781 Value ($000) $2,401 Avg Close $39.89 Range $35.02 - $45.40
Q2 2023
Shares 65,971 Value ($000) $2,488 Avg Close $35.55 Range $29.59 - $40.54
Q1 2023
Shares 65,984 Value ($000) $2,482 Avg Close $45.91 Range $34.83 - $51.77
Q4 2022
Shares 65,894 Value ($000) $2,988 Avg Close $47.02 Range $41.81 - $50.67
Q3 2022
Shares 76,282 Value ($000) $3,544 Avg Close $46.73 Range $37.40 - $51.76
Q2 2022
Shares 95,469 Value ($000) $3,827 Avg Close $41.15 Range $37.03 - $48.62
Q1 2022
Shares 114,831 Value ($000) $5,353 Avg Close $51.82 Range $46.51 - $56.30
Q4 2021
Shares 12,398 Value ($000) $621 Avg Close $52.38 Range $46.71 - $56.08
Q3 2021
Shares 11,182 Value ($000) $574 Avg Close $44.96 Range $42.58 - $52.48
Q2 2021
Shares 11,182 Value ($000) $521 Avg Close $50.93 Range $46.32 - $55.12
Q1 2021
Shares 11,182 Value ($000) $557 Avg Close $48.16 Range $40.64 - $55.18
Q4 2020
Shares 11,182 Value ($000) $502 Avg Close $36.68 Range $26.48 - $45.48