Avantax Advisory Services, Inc. Clearwater Analytics Holdings, Inc. Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 15,913 shares of CWAN stock, worth $280,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,913Holding current value
$280,068% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
422Shares Held
271MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$480 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$199 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$172 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$168 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$155 Million0.56% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.01B
- 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...