Back to CBZ

Revolve Wealth Partners, LLC → CBZ

Revolve Wealth Partners, LLC CBZ Position History

CBIZ, Inc. • Financial Services

Quarters held
1
Latest value
$233K
Q3 2026
Peak value
$233K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$233K4.3K——

Other funds holding CBZ

Other Revolve Wealth Partners, LLC positions

VGES

VANGUARD INDEX FDS

$138.4M
VGES

VANGUARD INDEX FDS

$133.9M
VGES

VANGUARD INDEX FDS

$129.5M
VGES

VANGUARD INDEX FDS

$114.2M
ETHA

ISHARES TR

$52.8M
ETHA

ISHARES TR

$52.2M
ETHA

ISHARES TR

$51.4M
ETHA

ISHARES TR

$47.3M