Global Retirement Partners’s Cass Information Systems CASS Stock Holding History

Global Retirement Partners’s Portfolio CASS Stock Details CASS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$82.2K	Sell
2025 Q2	$93K	Buy
2024 Q4	$92.7K	Sell
2024 Q3	$97.8K	Sell
2024 Q2	$102K	Sell
2024 Q1	$133K	Hold
2023 Q4	$114K	Buy