A detailed history of True Wealth Design, LLC transactions in Cass Information Systems Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 27 shares of CASS stock, worth $1,165. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Holding current value
$1,165
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$39.91 - $46.17 $1,077 - $1,246
27 New
27 $1.11 Million

Others Institutions Holding CASS

About CASS INFORMATION SYSTEMS INC


  • Ticker CASS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 13,657,700
  • Market Cap $590M
  • Description
  • Cass Information Systems, Inc. provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States. It operates through two segments, Information Services and Banking Services. The company's services include freight invoice rating, payment processing, auditing, and the generation of ac...
More about CASS
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.