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World Fds Tr shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of World Fds Tr (BTCL) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in World Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including World Fds Tr held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in World Fds Tr by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $147 5 29.40

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding World Fds Tr

SkyOak Wealt
IMC-Chicago
Sandbox Financial Partners
Citadel Advisors
Simplex Trading
Creative Financial Designs
Tower Research Capital
CBIZ Investment Advisory Services

View all funds holding World Fds Tr