Ever Source Wealth Advisors, LLC Coastal Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 140 shares of CCB stock, worth $14,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140
Previous 23
508.7%
Holding current value
$14,485
Previous $2,000
550.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CCB
# of Institutions
185Shares Held
11.5MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$134 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$111 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA762KShares$78.9 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$77.7 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO482KShares$49.9 Million0.03% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.34B
- 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...