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Chicago Trust’s Clearwater Analytics CWAN Stock Holding History

Chicago Trust’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$530K Buy
24,155
+10,680
+79% +$234K 0.07% 232
2025
Q1 		$361K Buy
+13,475
New +$361K 0.06% 251