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Clearw.a.hld. shares owned by Gradient Investments

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Clearw.a.hld.

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

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Quarterly reported holdings in Clearw.a.hld. by Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $177 10 17.70

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

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.