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 16,050 shares of CBZ stock, worth $1.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,050
Previous 16,039 0.07%
Holding current value
$1.2 Million
Previous $1 Million 25.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 15, 2024

BUY
$60.7 - $78.5 $667 - $863
11 Added 0.07%
16,050 $1.26 Million
Q4 2023

Jan 30, 2024

BUY
$50.14 - $62.76 $1,253 - $1,569
25 Added 0.16%
16,039 $1 Million
Q3 2023

Nov 13, 2023

BUY
$51.45 - $56.72 $823,920 - $908,314
16,014 New
16,014 $831,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.83B
  • 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...
More about CBZ
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.