WSFS FINL CORP

Ticker: WSFS CUSIP: 929328102 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2023
Shares 36,585 Value ($000) $1,705 Avg Close $39.24 Range $33.12 - $47.97
Q3 2023
Shares 45,709 Value ($000) $1,668 Avg Close $39.89 Range $35.02 - $45.40
Q2 2023
Shares 49,945 Value ($000) $1,884 Avg Close $35.55 Range $29.59 - $40.54
Q1 2023
Shares 49,945 Value ($000) $1,878 Avg Close $45.91 Range $34.83 - $51.77
Q4 2022
Shares 49,945 Value ($000) $2,265 Avg Close $47.02 Range $41.81 - $50.67
Q3 2022
Shares 49,945 Value ($000) $2,320 Avg Close $46.73 Range $37.40 - $51.76
Q2 2022
Shares 49,945 Value ($000) $2,002 Avg Close $41.15 Range $37.03 - $48.62
Q1 2022
Shares 49,945 Value ($000) $2,328 Avg Close $51.82 Range $46.51 - $56.30
Q4 2021
Shares 49,945 Value ($000) $2,503 Avg Close $52.38 Range $46.71 - $56.08
Q3 2021
Shares 49,945 Value ($000) $2,563 Avg Close $44.96 Range $42.58 - $52.48
Q2 2021
Shares 49,945 Value ($000) $2,327 Avg Close $50.93 Range $46.32 - $55.12
Q1 2021
Shares 49,945 Value ($000) $2,487 Avg Close $48.16 Range $40.64 - $55.18
Q4 2020
Shares 49,945 Value ($000) $2,242 Avg Close $36.68 Range $26.48 - $45.48
Q3 2020
Shares 49,945 Value ($000) $1,347 Avg Close $28.23 Range $24.59 - $32.83
Q2 2020
Shares 49,945 Value ($000) $1,433 Avg Close $26.47 Range $21.00 - $33.32
Q1 2020
Shares 49,945 Value ($000) $1,245 Avg Close $36.14 Range $17.84 - $44.70
Q4 2019
Shares 49,945 Value ($000) $2,197 Avg Close $43.70 Range $41.68 - $45.93
Q3 2019
Shares 49,945 Value ($000) $2,203 Avg Close $42.07 Range $38.79 - $46.05
Q2 2019
Shares 51,695 Value ($000) $2,135 Avg Close $41.46 Range $38.69 - $44.39
Q1 2019
Shares 51,695 Value ($000) $1,995 Avg Close $41.58 Range $37.19 - $45.13
Q4 2018
Shares 51,695 Value ($000) $1,960 Avg Close $42.09 Range $33.75 - $49.40