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Cass Information Systems shares owned by Creative Planning

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Cass Information Systems

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All positions including Cass Information Systems held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cass Information Systems by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $34k 815 41.72
2012-09-30 $14k 330 42.42
2012-06-30 $26k 641 40.56
2011-12-31 $11k 311 35.37

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Cass Information Systems

BlackRock
BlackRock
Buckingham Asset Management
Colony
Vanguard Group
Dimensional Fund Advisors
Heartland Advisors
Geode Capital Management
Fenimore Asset Management
Tributary Capital Management
State Street Corporation
Speece Thorson Capital Group
ProShare Advisors
Royce & Associates
Northern Trust

View all funds holding Cass Information Systems