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Compass Ion Advisors’s Cass Information Systems CASS Stock Holding History

Compass Ion Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+4,620
New +$201K 0.02% 261
2024
Q3 		– Sell
-4,620
Closed -$223K – 266
2024
Q2 		$223K Hold
4,620
– – 0.03% 214
2024
Q1 		$223K Buy
+4,620
New +$223K 0.03% 214