Diversify Wealth Management, LLC Clearwater Analytics Holdings, Inc. Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 47,143 shares of CWAN stock, worth $826,888. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,143
Previous 23,119
103.91%
Holding current value
$826,888
Previous $525 Million
70.08%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
422Shares Held
272MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$479 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$198 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$171 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...