A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,037 shares of CWAN stock, worth $250,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,037
Holding current value
$250,962
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$15.89 - $19.79 $207,157 - $258,002
13,037 New
13,037 $250,000
Q2 2025

Jul 10, 2025

SELL
$21.27 - $26.73 $5,402 - $6,789
-254 Reduced 2.17%
11,450 $251,000
Q1 2025

Apr 16, 2025

BUY
$25.9 - $31.26 $303,133 - $365,867
11,704 New
11,704 $313,000

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 $1.11B
  • 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...
More about CWAN
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