Back to CBZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CBZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.1M |
| Q2 2026 | $4.4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 83.1K | — | — |
| Q2 2026 | $4.4M | 116.0K | — | — |
| Q1 2026 | $3.1M | 111.6K | — | — |
| Q4 2025 | $3.4M | 63.5K | — | — |
| Q3 2025 | $3.1M | 56.3K | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M