True Wealth Design, LLC Cb Financial Services, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Cb Financial Services, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 1 shares of CBFV stock, worth $32. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$32% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CBFV
# of Institutions
61Shares Held
2.02MCall Options Held
0Put Options Held
0-
Janney Montgomery Scott LLC331KShares$10.7 Million0.03% of portfolio
-
Alliancebernstein L.P. New York, NY284KShares$9.18 Million0.0% of portfolio
-
M3 F, Inc. Salt Lake City, UT175KShares$5.67 Million1.41% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6167KShares$5.4 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT111KShares$3.61 Million1.17% of portfolio
About CB Financial Services, Inc.
- Ticker CBFV
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 5,108,590
- Market Cap $165M
- Description
- CB Financial Services, Inc. operates as the bank holding company for Community Bank that provides various banking products and services for individuals and businesses in southwestern Pennsylvania, West Virginia, and Ohio. The company's primary deposit products include demand deposits, NOW accounts, money market accounts, and savings accounts, as...