CIC Wealth, LLC

SEC CIK: 0001965909
Latest filing: Nov 8, 2024

SEC filings (opens in a new tab)

CASA holding history

Casa Systems Inc in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASA overview All 13F holders of CASA Full Q3 2024 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of CASA by CIC Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q1 2024	10,000	$2.74K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	10,000	$5.30K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	10,000	$8.47K	<0.1%	+10,000	New	Holders