Sheets Smith Wealth Management Clearwater Analytics Holdings, Inc. Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 21,145 shares of CWAN stock, worth $560,131. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,145
Previous 20,857
1.38%
Holding current value
$560,131
Previous $526,000
10.46%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
362Shares Held
221MCall Options Held
38.7KPut Options Held
80.7K-
Vanguard Group Inc Valley Forge, PA20.9MShares$553 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$329 Million1.72% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$300 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$292 Million0.72% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.41MShares$249 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 $1.53B
- 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...