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Congress Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Congress Wealth Management’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 		$2.63M Buy
119,869
+10,255
+9% +$225K 0.03% 512
2025
Q1 		$2.94M Buy
+109,614
New +$2.94M 0.04% 423