MARSHALL FINANCIAL GROUP INC /ADV's ownership history for WSFS

MARSHALL FINANCIAL GROUP INC /ADV currently holds 12.1K shares with a market value of $651.2K. It started holding WSFS on 2024-09-30. At its peak, it held 12.1K shares on 2024-09-30. Its highest holding value was $664.1K on 2025-06-30. At its lowest, it held 12.1K shares on 2024-09-30, with a value of $615.7K on 2024-09-30. In the recent 180 days, MARSHALL FINANCIAL GROUP INC /ADV has increased its shares by 0. In the recent year, MARSHALL FINANCIAL GROUP INC /ADV has increased its shares by 0.