Keebeck Wealth Management, LLC Clearwater Analytics Holdings, Inc. Transaction History
Keebeck Wealth Management, LLC
- $795 Million
- Q3 2025
A detailed history of Keebeck Wealth Management, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 16,227 shares of CWAN stock, worth $312,369. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,227
Previous 18,589
12.71%
Holding current value
$312,369
Previous $407,000
28.26%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
371Shares Held
270MCall Options Held
2.2MPut Options Held
471K-
Vanguard Group Inc Valley Forge, PA33.3MShares$640 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$343 Million0.06% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD12.3MShares$236 Million0.02% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$218 Million0.0% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.21MShares$177 Million0.93% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.11B
- 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...