WSFS FINL CORP

Ticker: WSFS CUSIP: 929328102 Class: Common Stock

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q2 2025
Shares 20 Value ($000) $1 Avg Close $51.93 Range $42.44 - $57.06
Q1 2025
Shares 188 Value ($000) $10 Avg Close $53.85 Range $49.65 - $59.43
Q4 2024
Shares 171 Value ($000) $9 Avg Close $54.41 Range $47.87 - $62.75
Q3 2024
Shares 141 Value ($000) $7 Avg Close $51.82 Range $45.42 - $58.59
Q2 2024
Shares 141 Value ($000) $7 Avg Close $44.26 Range $41.33 - $47.55
Q1 2024
Shares 141 Value ($000) $6 Avg Close $43.52 Range $40.20 - $47.71
Q4 2023
Shares 141 Value ($000) $6 Avg Close $39.24 Range $33.12 - $47.97
Q2 2020
Shares 93 Value ($000) $3 Avg Close $26.47 Range $21.00 - $33.32
Q1 2020
Shares 93 Value ($000) $2 Avg Close $36.14 Range $17.84 - $44.70
Q4 2019
Shares 93 Value ($000) $4 Avg Close $43.70 Range $41.68 - $45.93
Q3 2019
Shares 93 Value ($000) $4 Avg Close $42.07 Range $38.79 - $46.05
Q2 2019
Shares 93 Value ($000) $3 Avg Close $41.46 Range $38.69 - $44.39
Q3 2018
Shares 93 Value ($000) $4 Avg Close $51.47 Range $45.72 - $57.70
Q2 2018
Shares 93 Value ($000) $5 Avg Close $51.86 Range $46.65 - $56.70
Q1 2018
Shares 93 Value ($000) $4 Avg Close $49.44 Range $45.71 - $53.00
Q4 2017
Shares 93 Value ($000) $4 Avg Close $49.31 Range $45.75 - $52.50
Q3 2017
Shares 93 Value ($000) $4 Avg Close $45.11 Range $42.45 - $49.45
Q2 2017
Shares 93 Value ($000) $4 Avg Close $45.71 Range $42.90 - $50.55
Q1 2017
Shares 93 Value ($000) $4 Avg Close $45.43 Range $43.25 - $48.20