TWD
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True Wealth Design’s Cass Information Systems CASS Stock Holding History

True Wealth Design’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.43K Buy
33
+1
+3% +$43 ﹤0.01% 1314
2025
Q1 		$1.38K Buy
32
+5
+19% +$216 ﹤0.01% 1147
2024
Q4 		$1.11K Buy
+27
New +$1.11K ﹤0.01% 906