A detailed history of Diversify Wealth Management, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,730 shares of CCB stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,730
Previous 17,052 7.75%
Holding current value
$1.11 Million
Previous $809 Million 16.56%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$43.73 - $53.83 $57,811 - $71,163
-1,322 Reduced 7.75%
15,730 $943 Million
Q2 2024

Aug 08, 2024

BUY
$37.38 - $46.14 $637,403 - $786,779
17,052 New
17,052 $809 Million

Others Institutions Holding CCB

About COASTAL FINANCIAL CORP


  • Ticker CCB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 12,950,900
  • Market Cap $914M
  • 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...
More about CCB
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