IWC
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Integrated Wealth Concepts’s Clearwater Analytics CWAN Stock Holding History

Integrated Wealth Concepts’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 		$202K Buy
9,200
+1,444
+19% +$31.7K ﹤0.01% 1768
2025
Q1 		$208K Buy
+7,756
New +$208K ﹤0.01% 1602