A detailed history of Avantax Advisory Services, Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,878 shares of CBZ stock, worth $260,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,878
Previous 4,956 1.57%
Holding current value
$260,436
Previous $375,000 6.93%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$66.19 - $79.64 $5,162 - $6,211
-78 Reduced 1.57%
4,878 $349,000
Q1 2025

May 06, 2025

BUY
$68.46 - $88.65 $14,308 - $18,527
209 Added 4.4%
4,956 $375,000
Q4 2024

Feb 07, 2025

BUY
$63.78 - $83.43 $97,966 - $128,148
1,536 Added 47.84%
4,747 $388,000
Q3 2024

Nov 13, 2024

BUY
$64.51 - $86.02 $207,141 - $276,210
3,211 New
3,211 $216,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $2.74B
  • Description
  • CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...
More about CBZ
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