Portside Wealth Group, LLC Coastal Financial Corp Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 4,669 shares of CCB stock, worth $392,989. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,669
Previous 4,503
3.69%
Holding current value
$392,989
Previous $208 Million
21.33%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding CCB
# of Institutions
147Shares Held
8.56MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$90 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$75.6 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$63 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$51.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX371KShares$31.2 Million0.0% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.09B
- Description
- Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...