Capital Advisors Wealth Management, LLC Coastal Financial Corp Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,514 shares of CCB stock, worth $471,351. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,514
Previous 4,514
-0.0%
Holding current value
$471,351
Previous $437,000
11.67%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding CCB
# of Institutions
188Shares Held
11.5MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$135 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$112 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA762KShares$79.6 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$78.4 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO482KShares$50.3 Million0.03% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.35B
- 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...