Baystate Wealth Management »

Clearw.a.hld. shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Clearw.a.hld. by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 500 20.03

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Clearw.a.hld.

Daniel D. Thurber
Vanguard Group
William Blair Investment Management
Conestoga Capital Advisors
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Bamco
Artisan Partners Limited Partnership
Fred Alger Management
Alliancebernstein
Wellington Management Company
TimesSquare Capital Management
Henderson Group
Sei Investments
Wells Fargo & Company

View all funds holding Clearw.a.hld.