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Clearw.a.hld. shares owned by Alliance Wealth Advisors

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

Historical chart of Alliance Wealth Advisors investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Clearw.a.hld. by Alliance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 31k 18.02
2025-06-30 $638k 29k 21.93
2025-03-31 $601k 22k 26.80

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Top funds holding Clearw.a.hld.

Vanguard Group
BlackRock
Wellington Management Company
Daniel D. Thurber
William Blair Investment Management
Bamco
William Blair $ Company
Jpmorgan Chase & Co
Conestoga Capital Advisors
Geode Capital Management
State Street Corporation
HMI Capital
Macquarie Group
UBS Group
Morgan Stanley

View all funds holding Clearw.a.hld.