Diversify Wealth Management, LLC Coastal Financial Corp Call Options Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CCB
# of Institutions
147Shares Held
8.56MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$82 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$68.9 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$57.4 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$47.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX371KShares$28.5 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 $993M
- 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...