Avantax Advisory Services, Inc. Clearwater Analytics Holdings, Inc. Call Options Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$172 Million0.54% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT9.57MShares$168 Million1.14% of portfolio
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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...