EWA
CASS icon

EverSource Wealth Advisors’s Cass Information Systems CASS Stock Holding History

EverSource Wealth Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.4K Buy
355
+334
+1,590% +$14.5K ﹤0.01% 2484
2025
Q1 		$908 Sell
21
-12
-36% -$519 ﹤0.01% 3262
2024
Q4 		$1.35K Buy
+33
New +$1.35K ﹤0.01% 2868