Creative Planning Coastal Financial Corp Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Coastal Financial Corp stock. As of the latest transaction made, Creative Planning holds 7,752 shares of CCB stock, worth $620,392. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,752
Previous 5,513
40.61%
Holding current value
$620,392
Previous $296,000
122.3%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
178Shares Held
10.5MCall Options Held
3.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$106 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$85.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA739KShares$59.2 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$36.4 Million13.05% of portfolio
-
Westwood Holdings Group Inc Dallas, TX449KShares$35.9 Million0.32% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.04B
- 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...