Diversify Wealth Management, LLC Coastal Financial Corp Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
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 $1.31 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,730
Previous 17,052
7.75%
Holding current value
$1.31 Million
Previous $809 Million
16.56%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
146Shares Held
8.55MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$89 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$74.7 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$62.3 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$51.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX371KShares$30.9 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 $1.08B
- 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...