Iht Wealth Management, LLC Clearwater Analytics Holdings, Inc. Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 10,976 shares of CWAN stock, worth $228,849. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,976
Previous 10,971
0.05%
Holding current value
$228,849
Previous $301,000
2.33%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CWAN
# of Institutions
395Shares Held
235MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$485 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$236 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$209 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$194 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$184 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 $1.2B
- 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...