Ever Source Wealth Advisors, LLC Clearwater Analytics Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 130 shares of CWAN stock, worth $2,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 160
18.75%
Holding current value
$2,359
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CWAN
# of Institutions
416Shares Held
270MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$495 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$205 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$177 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$174 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$160 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 $1.05B
- 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...