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Cbiz shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 16k 78.50
2023-12-31 $1.0M 16k 62.59
2023-09-30 $831k 16k 51.90

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Cbiz

Vanguard Group
BlackRock
Morgan Stanley
Dimensional Fund Advisors
P2 Capital Partners
Select Equity
Neuberger Berman Group
Allspring Global Investments Holdings
Geode Capital Management
Mawer Investment Management
Silvercrest Asset Management Group
Northern Trust
Jennifer Ranahan
T. Rowe Price Associates
Premier Fund Managers

View all funds holding Cbiz