Wealth Enhancement Advisory Services, LLC Cbiz, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 53,319 shares of CBZ stock, worth $2.76 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
53,319
Previous 38,340
39.07%
Holding current value
$2.76 Million
Previous $2.91 Million
31.46%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding CBZ
# of Institutions
289Shares Held
49.2MCall Options Held
6.1KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA5.08MShares$263 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$183 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.25MShares$169 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.99MShares$155 Million0.04% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$126 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $2.66B
- 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...