First Purpose Wealth LLC Coastal Financial Corp Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
147Shares Held
8.56MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$78.4 Million0.0% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$65.9 Million0.03% of portfolio
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Endeavour Capital Advisors Inc Greenwich, CT748KShares$54.9 Million13.11% of portfolio
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Vanguard Group Inc Valley Forge, PA615KShares$45.1 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX371KShares$27.2 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 $949M
- 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...