Back to CASS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CASS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CASS Position History
Cass Information Systems, Inc.
Quarters held
2
Latest value
$319K
Q3 2026
Peak value
$319K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $283K |
| Q3 2026 | $319K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $319K | 5.9K | — | — |
| Q2 2026 | $283K | 5.4K | — | — |