Rise Advisors’s Clearwater Analytics CWAN Stock Holding History

Rise Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.45K	Hold
2025 Q2	$7.85K	Hold
2025 Q1	$9.59K	Buy