Diversify Wealth Management, LLC Coastal Financial Corp Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 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 17,052 shares of CCB stock, worth $868,799. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,052Holding current value
$868,799% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding CCB
# of Institutions
127Shares Held
8.24MCall Options Held
0Put Options Held
27.9K-
Black Rock Inc. New York, NY1.07MShares$54.5 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD902KShares$45.9 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT751KShares$38.2 Million12.39% of portfolio
-
Vanguard Group Inc Valley Forge, PA575KShares$29.3 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6361KShares$18.4 Million0.02% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $660M
- 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...