Valeo Financial Advisors, LLC Cbiz, Inc. Transaction History
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 12,069 shares of CBZ stock, worth $806,450. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,069
Previous 13,669
11.71%
Holding current value
$806,450
Previous $1.07 Million
16.68%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding CBZ
# of Institutions
285Shares Held
48.6MCall Options Held
17.7KPut Options Held
100-
Vanguard Group Inc Valley Forge, PA4.64MShares$310 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.82MShares$255 Million0.06% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$236 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.95MShares$197 Million0.02% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$162 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $3.43B
- 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...