Cass Information Systems shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Cass Information Systems
Tip: Access up to 7 years of quarterly data
All positions including Cass Information Systems held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cass Information Systems by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $12k | 230 | 51.32 |
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