Integrated Wealth Concepts LLC Clearwater Analytics Holdings, Inc. Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,756 shares of CWAN stock, worth $177,379. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,756Holding current value
$177,379% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
391Shares Held
230MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$532 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$259 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$230 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$213 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.84MShares$202 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 $1.32B
- 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...