Diversify Advisory Services, LLC Coastal Financial Corp Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,317 shares of CCB stock, worth $320,587. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,317
Previous 18,699
66.22%
Holding current value
$320,587
Previous $714 Million
60.64%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
127Shares Held
8.13MCall Options Held
9.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD870KShares$44.2 Million0.02% of portfolio
-
Black Rock Inc. New York, NY847KShares$43 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT751KShares$38.1 Million10.3% of portfolio
-
Vanguard Group Inc Valley Forge, PA599KShares$30.4 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6384KShares$19.5 Million0.01% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $657M
- 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...