Private Wealth Management Group, LLC Clearwater Analytics Holdings, Inc. Transaction History
Private Wealth Management Group, LLC
- $374 Billion
- Q4 2025
A detailed history of Private Wealth Management Group, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 62 shares of CWAN stock, worth $1,193. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 143
56.64%
Holding current value
$1,193
Previous $2.58 Million
41.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
375Shares Held
271MCall 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...