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
185Shares Held
10.9MCall Options Held
30.6KPut Options Held
2.3K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.34MShares$133 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$106 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA739KShares$73.3 Million0.0% of portfolio
-
Azora Capital LP Miami, FL594KShares$58.9 Million4.0% of portfolio
-
Wellington Management Group LLP Boston, MA446KShares$44.3 Million0.01% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.28B
- 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...