A detailed history of Clearstead Advisors, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 784 shares of CWAN stock, worth $24,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares
784
Previous 1,054 25.62%
Holding current value
$24,382
Previous $26,000 19.23%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

SELL
$24.92 - $32.79 $6,728 - $8,853
-270 Reduced 25.62%
784 $21,000
Q3 2024

Nov 13, 2024

BUY
$17.83 - $25.84 $6,472 - $9,379
363 Added 52.53%
1,054 $26,000
Q2 2024

Aug 09, 2024

BUY
$15.78 - $20.2 $10,903 - $13,958
691 New
691 $12,000

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.79B
  • 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...
More about CWAN
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