Creative Planning Cbiz, Inc. Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Cbiz, Inc. stock. As of the latest transaction made, Creative Planning holds 14,920 shares of CBZ stock, worth $1.11 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,920
Previous 11,039
35.16%
Holding current value
$1.11 Million
Previous $690,000
69.71%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CBZ
# of Institutions
277Shares Held
47.8MCall Options Held
24.9KPut Options Held
1.9K-
Vanguard Group Inc Valley Forge, PA3.71MShares$276 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.45MShares$257 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.37MShares$251 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.13MShares$233 Million0.06% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$181 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $3.83B
- 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...