A detailed history of Apollon Wealth Management, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 11,749 shares of CWAN stock, worth $358,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,749
Previous 11,892 1.2%
Holding current value
$358,227
Previous $220,000 34.55%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$17.83 - $25.84 $2,549 - $3,695
-143 Reduced 1.2%
11,749 $296,000
Q2 2024

Jul 19, 2024

SELL
$15.78 - $20.2 $2,335 - $2,989
-148 Reduced 1.23%
11,892 $220,000
Q1 2024

May 02, 2024

SELL
$16.39 - $20.09 $26,715 - $32,746
-1,630 Reduced 11.92%
12,040 $212,000
Q4 2023

Feb 06, 2024

BUY
$17.93 - $21.31 $245,103 - $291,307
13,670 New
13,670 $273,000

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.76B
  • Description
  • Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...
More about CWAN
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.