Cassady Schiller Wealth Management, LLC Cbiz, Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 500 shares of CBZ stock, worth $37,735. This represents 0.01% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$37,735
Previous $33,000
21.21%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CBZ
# of Institutions
292Shares Held
47.9MCall Options Held
9.7KPut Options Held
500-
Vanguard Group Inc Valley Forge, PA4.72MShares$356 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$266 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.53MShares$266 Million0.06% of portfolio
-
Morgan Stanley New York, NY3.06MShares$231 Million0.02% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$183 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $3.88B
- 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...