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Cass Information Systems shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 48.17
2023-12-31 $1.0M 23k 45.05
2023-09-30 $850k 23k 37.25
2023-06-30 $885k 23k 38.78
2023-03-31 $989k 23k 43.31
2022-12-31 $1.1M 24k 45.82

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

Top funds holding Cass Information Systems

Buckingham Asset Management
Vanguard Group
Dimensional Fund Advisors
Heartland Advisors
Fenimore Asset Management
Tributary Capital Management
Royce & Associates
Speece Thorson Capital Group
Foundry Partners
Charles Schwab Investment Management
Ballast Asset Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Commerce Bank N A
Allspring Global Investments Holdings

View all funds holding Cass Information Systems