True Wealth Design, LLC Coastal Financial Corp Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 3 shares of CCB stock, worth $321. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$321
Previous $291,000
11.68%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CCB
# of Institutions
193Shares Held
11.4MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$139 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$115 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA766KShares$82.2 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$80.6 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO511KShares$54.8 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 $1.39B
- 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...