Smallwood Wealth Investment Management’s Cass Information Systems CASS Stock Holding History

Smallwood Wealth Investment Management’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	$393	Hold
2025 Q2	$434	Hold
2025 Q1	$432	Buy