Valeo Financial Advisors, LLC Cbiz, Inc. Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,753 shares of CBZ stock, worth $754,320. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,753
Previous 14,737
0.11%
Holding current value
$754,320
Previous $1.06 Million
26.04%
% of portfolio
0.02%
Previous 0.02%
Shares
10 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...