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 16,514 shares of CBZ stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,514
Previous 16,235 1.72%
Holding current value
$1.31 Million
Previous $1.2 Million 7.65%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$64.51 - $86.02 $17,998 - $23,999
279 Added 1.72%
16,514 $1.11 Million
Q2 2024

Jul 16, 2024

BUY
$71.18 - $78.99 $13,168 - $14,613
185 Added 1.15%
16,235 $1.2 Million
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 $4.08B
  • 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
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