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Cbiz shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 3.8k 78.50

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Cbiz

Vanguard Group
BlackRock
Morgan Stanley
Dimensional Fund Advisors
P2 Capital Partners
Select Equity
Neuberger Berman Group
Allspring Global Investments Holdings
Geode Capital Management
Mawer Investment Management
Silvercrest Asset Management Group
Northern Trust
Jennifer Ranahan
T. Rowe Price Associates
Premier Fund Managers

View all funds holding Cbiz