A detailed history of Compass Ion Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,297 shares of CBZ stock, worth $266,364. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,297
Previous 3,297 -0.0%
Holding current value
$266,364
Previous $244,000 9.43%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$50.14 - $62.76 $30,084 - $37,656
-600 Reduced 15.4%
3,297 $206,000
Q3 2023

Nov 02, 2023

BUY
$51.45 - $56.72 $200,500 - $221,037
3,897 New
3,897 $202,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.15B
  • 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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