Diversify Wealth Management, LLC Coastal Financial Corp Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 10,808 shares of CCB stock, worth $923,435. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,808
Previous 14,083
23.25%
Holding current value
$923,435
Previous $1.12 Billion
16.0%
% of portfolio
0.07%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding CCB
# of Institutions
183Shares Held
11MCall Options Held
16.6KPut Options Held
2.3K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.34MShares$114 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$91.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA739KShares$63.2 Million0.0% of portfolio
-
Azora Capital LP Miami, FL594KShares$50.8 Million4.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX449KShares$38.4 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 $1.11B
- 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...