Envestnet Asset Management Inc Coastal Financial Corp Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Coastal Financial Corp stock. As of the latest transaction made, Envestnet Asset Management Inc holds 48,494 shares of CCB stock, worth $4.7 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48,494
Previous 63,355
23.46%
Holding current value
$4.7 Million
Previous $5.38 Million
18.5%
% of portfolio
0.0%
Previous 0.0%
Shares
26 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$130 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$104 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA739KShares$71.6 Million0.0% of portfolio
-
Azora Capital LP Miami, FL594KShares$57.6 Million4.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX449KShares$43.5 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 $1.25B
- 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...