Diversify Wealth Management, LLC Clearwater Analytics Holdings, Inc. Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 23,119 shares of CWAN stock, worth $512,779. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,119Holding current value
$512,779% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
390Shares Held
230MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$516 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$251 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$223 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$206 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.84MShares$196 Million0.72% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.28B
- 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...