A detailed history of Curated Wealth Partners LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Curated Wealth Partners LLC holds 17,870 shares of CWAN stock, worth $528,058. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,870
Previous 17,480 2.23%
Holding current value
$528,058
Previous $323,000 39.63%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 04, 2024

BUY
$17.83 - $25.84 $6,953 - $10,077
390 Added 2.23%
17,870 $451,000
Q2 2024

Jul 12, 2024

BUY
$15.78 - $20.2 $275,834 - $353,096
17,480 New
17,480 $323,000
Q4 2023

Jan 08, 2024

BUY
$17.93 - $21.31 $267,587 - $318,030
14,924 New
14,924 $298,000

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 $1.7B
  • 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
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