Ifp Advisors, Inc Cbiz, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Cbiz, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,130 shares of CBZ stock, worth $173,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,130

Previous 2,130 -0.0%

Holding current value

$173,062

Previous $167,000 5.99%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 30, 2024	BUY	$60.7 - $78.5 $129,291 - $167,205	2,130 New	2,130 $167,000
Q2 2022 Sep 06, 2022	BUY	$37.17 - $43.74 $1,598 - $1,880	43 New	43 $2,000
Q2 2022 Aug 12, 2022	SELL	$37.17 - $43.74 $1,598 - $1,880	-43 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$33.06 - $40.19 $330 - $401	10 Added 30.3%	43 $2,000
Q4 2020 Jan 25, 2021	SELL	$22.37 - $26.82 $1,096 - $1,314	-49 Reduced 59.76%	33 $1,000
Q3 2019 Nov 07, 2019	BUY	$19.58 - $24.58 $1,351 - $1,696	69 Added 530.77%	82 $2,000
Q2 2016 Jun 03, 2019	BUY	N/A	13	13 $0

Others Institutions Holding CBZ

# of Institutions

294

Shares Held

47.3M

Call Options Held

10.8K

Put Options Held

300

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.18B
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...

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