Moss Adams Wealth Advisors LLC Coastal Financial Corp Transaction History
Moss Adams Wealth Advisors LLC
- $913 Billion
- Q3 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 18,888 shares of CCB stock, worth $1.38 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,888Holding current value
$1.38 Million% of portfolio
0.11%Shares
1 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
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$65.9 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$54.9 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$45.1 Million0.0% of portfolio
-
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...