Diversify Wealth Management, LLC Coastal Financial Corp Call Options Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CCB
# of Institutions
136Shares Held
8.38MCall Options Held
0Put Options Held
27.9K-
Black Rock Inc. New York, NY1.07MShares$75.8 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD902KShares$63.9 Million0.03% of portfolio
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Endeavour Capital Advisors Inc Greenwich, CT751KShares$53.2 Million12.39% of portfolio
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Vanguard Group Inc Valley Forge, PA575KShares$40.8 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX371KShares$26.3 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 $918M
- 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...