ENVESTNET ASSET MANAGEMENT INC
Holdings in CBZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,014,619 | 39,933 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $4,461,668 | 84,246 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $5,471,186 | 76,296 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $5,931,796 | 78,194 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $6,134,304 | 74,964 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $4,765,410 | 70,819 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $6,169,788 | 83,263 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $3,297,471 | 42,006 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,537,023 | 40,534 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,969,760 | 37,953 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,243,928 | 23,347 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,149,751 | 23,232 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $984,740 | 21,019 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $719,645 | 16,822 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $709,170 | 17,747 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $744,128 | 17,730 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $793,001 | 20,271 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $652,944 | 20,190 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $663,232 | 20,239 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $676,551 | 20,715 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $512,455 | 19,258 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $423,643 | 18,524 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $403,319 | 16,826 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $348,506 | 16,659 | Shares | Sole | 2020-04-23 |