Captrust Financial Advisors »

Clearw.a.hld. shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $304k 15k 20.03
2023-09-30 $242k 13k 19.34
2022-06-30 $57k 4.7k 12.08
2022-03-31 $56k 2.7k 21.03
2021-12-31 $45k 2.0k 22.87
2021-09-30 $50k 2.0k 25.41

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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.