New Edge Advisors, LLC Coastal Financial Corp Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, New Edge Advisors, LLC holds 202 shares of CCB stock, worth $21,317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
202
Previous 202
-0.0%
Holding current value
$21,317
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CCB
# of Institutions
186Shares Held
11.3MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$137 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$113 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA762KShares$80.4 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$79.3 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO482KShares$50.9 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 $1.37B
- 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...