Diversify Wealth Management, LLC Coastal Financial Corp Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
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 8,345 shares of CCB stock, worth $912,275. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,345
Previous 10,808
22.79%
Holding current value
$912,275
Previous $942 Million
8.82%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding CCB
# of Institutions
185Shares Held
11.3MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$141 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$117 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA762KShares$83.3 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$82.1 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO482KShares$52.7 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 $1.42B
- 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...