Ever Source Wealth Advisors, LLC Clearwater Analytics Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 160 shares of CWAN stock, worth $3,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 68
135.29%
Holding current value
$3,785
Previous $1,000
300.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
391Shares Held
230MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$550 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$268 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$238 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$220 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.84MShares$209 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 $1.36B
- 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...