Ever Source Wealth Advisors, LLC Clearwater Analytics Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 68 shares of CWAN stock, worth $1,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68
Previous 21
223.81%
Holding current value
$1,450
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
369Shares Held
216MCall Options Held
38.7KPut Options Held
80.7K-
Vanguard Group Inc Valley Forge, PA20.9MShares$445 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$265 Million1.72% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$241 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$235 Million0.72% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.41MShares$201 Million0.68% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.23B
- 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...