Ever Source Wealth Advisors, LLC Cbiz, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 793 shares of CBZ stock, worth $40,546. This represents 0.0% of its overall portfolio holdings.
Number of Shares
793
Previous 722
9.83%
Holding current value
$40,546
Previous $51,000
19.61%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding CBZ
# of Institutions
281Shares Held
51MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA4.89MShares$250 Million0.0% of portfolio
-
Durable Capital Partners LP Bethesda, MD3.93MShares$201 Million1.69% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$181 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.4MShares$174 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.92MShares$149 Million0.03% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $2.63B
- 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...