A detailed history of Kestra Advisory Services, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 15,058 shares of CBZ stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,058
Previous 15,058 -0.0%
Holding current value
$1.01 Million
Previous $1.18 Million 5.67%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$60.7 - $78.5 $910,500 - $1.18 Million
-15,000 Reduced 49.9%
15,058 $1.18 Million
Q3 2023

Nov 09, 2023

BUY
$51.45 - $56.72 $1.55 Million - $1.7 Million
30,058 New
30,058 $1.56 Million

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.43B
  • 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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