A detailed history of Global Retirement Partners, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 565 shares of CCB stock, worth $58,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares
565
Previous 565 -0.0%
Holding current value
$58,460
Previous $54,000 12.96%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$79.01 - $99.95 $44,640 - $56,471
565 New
565 $54,000

Others Institutions Holding CCB

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...
More about CCB
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.