Cbiz Investment Advisory Services, LLC Closed Holding Positions

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
1,305,769
$66.31 - $83.95 $86.6M - $110M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2022 Filed on May 03, 2022
85,153
$25.48 - $29.95 $2.17M - $2.55M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on May 03, 2022
9,887
$37.66 - $42.71 $372K - $422K
Vanguard Intl Equity Index F
Q4 2021 Filed on Feb 11, 2022
3,003
N/A
GNR
Spdr S&P Global Natural Resour

ETFs
Q4 2021 Filed on Feb 11, 2022
1,074
$51.21 - $55.35 $55K - $59.4K
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
250
$2.14 - $3.94 $535 - $985
SLX
Vaneck ETF Tr Steel ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,000
$50.91 - $58.37 $102K - $117K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 11, 2022
3,020
$130.98 - $134.88 $396K - $407K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
9
$91.86 - $106.37 $827 - $957
IXUS
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
11,271
$68.64 - $74.15 $774K - $836K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Feb 11, 2022
8,832
$38.29 - $39.43 $338K - $348K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
250
$243.71 - $267.51 $60.9K - $66.9K
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
1,000
$120.23 - $145.44 $120K - $145K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,800
$63.71 - $80.59 $178K - $226K
Ishares Tr
Q4 2021 Filed on Feb 11, 2022
102
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Feb 11, 2022
6,257
$28.68 - $31.96 $179K - $200K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q4 2021 Filed on Feb 11, 2022
1,536
$69.67 - $79.55 $107K - $122K
TARA
Protara Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
37
$6.15 - $7.76 $228 - $287
General Electric CO
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2021 Filed on May 17, 2021
62
$53.75 - $55.97 $3.33K - $3.47K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2021 Filed on May 17, 2021
50
$51.68 - $57.96 $2.58K - $2.9K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
100
$61.43 - $67.25 $6.14K - $6.73K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on May 17, 2021
117
$56.41 - $58.25 $6.6K - $6.82K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2021 Filed on May 17, 2021
32
$110.36 - $116.74 $3.53K - $3.74K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2021 Filed on May 17, 2021
357
$37.4 - $40.42 $13.4K - $14.4K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q1 2021 Filed on May 17, 2021
354
$48.86 - $52.85 $17.3K - $18.7K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q1 2021 Filed on May 17, 2021
51
$48.76 - $52.17 $2.49K - $2.66K
BP
Bp PLC

Energy
Q1 2021 Filed on May 17, 2021
500
$20.75 - $26.96 $10.4K - $13.5K
Bristol Myers Squibb CO
Q1 2021 Filed on May 17, 2021
99
N/A
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2021 Filed on May 17, 2021
404
$51.09 - $53.61 $20.6K - $21.7K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
388
$195.08 - $215.19 $75.7K - $83.5K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 17, 2021
20
$125.98 - $142.4 $2.52K - $2.85K
UVSP
Univest Financial Corp

Financial Services
Q1 2021 Filed on May 17, 2021
764
$20.49 - $29.45 $15.7K - $22.5K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on May 17, 2021
1,269
$58.71 - $65.66 $74.5K - $83.3K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
161
$3.14 - $9.42 $506 - $1.52K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2020 Filed on Feb 16, 2021
137
$55.93 - $68.45 $7.66K - $9.38K
EFV
Msci Eafe Value ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
92
$38.61 - $47.72 $3.55K - $4.39K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2020 Filed on Nov 13, 2020
2,858
$117.95 - $119.63 $337K - $342K
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
357
$3.23 - $4.3 $1.15K - $1.54K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2020 Filed on Nov 13, 2020
482
$79.56 - $90.13 $38.3K - $43.4K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q3 2020 Filed on Nov 13, 2020
1,043
$164.87 - $172.33 $172K - $180K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2020 Filed on Aug 14, 2020
502
$46.51 - $57.55 $23.3K - $28.9K
UNP
Union Pacific Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
39
$136.49 - $184.83 $5.32K - $7.21K
VEEV
Veeva Systems Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
39
$150.11 - $239.1 $5.85K - $9.32K
INTU
Intuit Inc

Technology
Q2 2020 Filed on Aug 14, 2020
51
$218.12 - $296.19 $11.1K - $15.1K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2020 Filed on Aug 14, 2020
1,037
$120.77 - $169.89 $125K - $176K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
2,150
$1.94 - $3.0 $4.17K - $6.45K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,499
$2.67 - $3.98 $6.67K - $9.95K
SSL
Sasol LTD

Basic Materials
Q2 2020 Filed on Aug 14, 2020
170
$1.89 - $10.99 $321 - $1.87K
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