Compass Ion Advisors »

Cbiz shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cbiz by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 3.3k 67.29
2024-06-30 $259k 3.3k 78.50
2024-03-31 $259k 3.3k 78.50
2023-12-31 $206k 3.3k 62.59
2023-09-30 $202k 3.9k 51.90

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Cbiz

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
Morgan Stanley
Burgundy Asset Management
Dimensional Fund Advisors
Neuberger Berman Group
Allspring Global Investments Holdings
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz