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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

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Quarterly reported holdings in Cbiz by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Cbiz

Vanguard Group
P2 Capital Partners
Dimensional Fund Advisors
Allspring Global Investments Holdings
Jennifer Ranahan
Mawer Investment Management
T. Rowe Price Associates
Neuberger Berman Group
Victory Capital Management
William Blair Investment Management
Fenimore Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Bank of America Corporation
Arrowpoint Asset Management

View all funds holding Cbiz