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Cbiz shares owned by Millington Financial Advisors

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

Historical chart of Millington Financial Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cbiz by Millington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 28k 62.59
2023-09-30 $1.6M 31k 51.90
2023-06-30 $1.6M 30k 53.28
2023-03-31 $1.5M 30k 49.49
2022-12-31 $1.5M 32k 46.85

More positions owned by Millington Financial Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Tr Us Equity Accele (XBAP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Innovator Etfs Tr Us Eqt Accel Pls (XTAP)
Invesco Exchange Traded Fd T Semiconductors (PSI)
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Hlth Cr Equip (XHE)
Ishares Tr Core Div Grwth (DGRO)
UFP Technologies (UFPT)

View all positions for Millington Financial 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