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Diversify Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Diversify 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 		$893K Buy
47,143
+24,024
+104% +$455K 0.06% 288
2025
Q1 		$525K Buy
+23,119
New +$525K 0.04% 353