Valtinson Bruner Financial Planning LLC Cbiz, Inc. Transaction History
Valtinson Bruner Financial Planning LLC
- $239 Million
- Q1 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 8,910 shares of CBZ stock, worth $641,430. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,910
Previous 8,919
0.1%
Holding current value
$641,430
Previous $729,000
7.41%
% of portfolio
0.28%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding CBZ
# of Institutions
300Shares Held
47.6MCall Options Held
9.2KPut Options Held
500-
Vanguard Group Inc Valley Forge, PA4.65MShares$335 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$254 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.06MShares$221 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.71MShares$195 Million0.05% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$175 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $3.7B
- 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...