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 $3.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
53,319
Previous 38,340
39.07%
Holding current value
$3.9 Million
Previous $2.91 Million
31.46%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding CBZ
# of Institutions
299Shares Held
47.4MCall Options Held
10KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA4.65MShares$340 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$258 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.12MShares$228 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.71MShares$198 Million0.05% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$177 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $3.76B
- 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...