Valtinson Bruner Financial Planning LLC Cbiz, Inc. Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
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 9,017 shares of CBZ stock, worth $671,946. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,017
Previous 9,017
-0.0%
Holding current value
$671,946
Previous $564,000
25.35%
% of portfolio
0.38%
Previous 0.34%
Shares
1 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...