CBIZ Investment Advisory Services »

WSFS Financial Corporation shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WSFS Financial Corporation by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5k 107 51.21
2024-06-30 $5.8k 123 47.07
2024-03-31 $5.5k 123 45.06

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding WSFS Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Franklin Resources
T. Rowe Price Investment Management
Macquarie Group
Geode Capital Management
Champlain Investment Partners
Bank of America Corporation
Invesco
American Century Companies
Alliancebernstein
Brown Advisory Holdings Incorporated

View all funds holding WSFS Financial Corporation