Valtinson Bruner Financial Planning LLC Cbiz, Inc. Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 8,919 shares of CBZ stock, worth $650,551. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,919
Previous 9,017
1.09%
Holding current value
$650,551
Previous $606,000
20.3%
% of portfolio
0.3%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding CBZ
# of Institutions
292Shares Held
47.9MCall Options Held
9.7KPut Options Held
500-
Vanguard Group Inc Valley Forge, PA4.72MShares$344 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$258 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.53MShares$257 Million0.06% of portfolio
-
Morgan Stanley New York, NY3.06MShares$223 Million0.02% 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 $3.75B
- 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...