Envestnet Asset Management Inc Coastal Financial Corp Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
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 63,355 shares of CCB stock, worth $5.73 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63,355
Previous 61,706
2.67%
Holding current value
$5.73 Million
Previous $3.32 Million
61.97%
% of portfolio
0.0%
Previous 0.0%
Shares
25 transactions
Others Institutions Holding CCB
# of Institutions
170Shares Held
9.9MCall Options Held
3.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$120 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$96.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA685KShares$62 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$41.1 Million13.05% of portfolio
-
Azora Capital LP Miami, FL398KShares$36 Million1.6% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.17B
- 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...