Ever Source Wealth Advisors, LLC Coastal Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8 shares of CCB stock, worth $701. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8Holding current value
$701% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CCB
# of Institutions
151Shares Held
8.52MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$93.8 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$78.8 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$65.6 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$53.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX371KShares$32.5 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 $1.14B
- 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...