Twin Peaks Wealth Advisors, LLC Clearwater Analytics Holdings, Inc. Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3 shares of CWAN stock, worth $52. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3Holding current value
$52% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
422Shares Held
272MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$479 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$198 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$171 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$168 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$155 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 $1.01B
- 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...