Steward Partners Investment Advisory, LLC Clearwater Analytics Holdings, Inc. Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,533 shares of CWAN stock, worth $510,869. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,533
Previous 16,909
2.22%
Holding current value
$510,869
Previous $313,000
33.23%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding CWAN
# of Institutions
273Shares Held
198MCall Options Held
67KPut Options Held
118K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$572 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$569 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$560 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$350 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$349 Million0.65% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.78B
- 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...