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Cass Information Systems shares owned by True Wealth Design

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

All positions including Cass Information Systems held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cass Information Systems by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 40 39.35
2025-06-30 $1.4k 33 43.45
2025-03-31 $1.4k 32 43.25
2024-12-31 $1.1k 27 40.93

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Tributary Capital Management
Heartland Advisors
Dimensional Fund Advisors
Speece Thorson Capital Group
Fenimore Asset Management
Geode Capital Management
State Street Corporation
ProShare Advisors
Royce & Associates
Northern Trust
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Morgan Stanley

View all funds holding Cass Information Systems