Capital Advisors Wealth Management, LLC Coastal Financial Corp Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,514 shares of CCB stock, worth $383,825. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,514
Previous 4,514
-0.0%
Holding current value
$383,825
Previous $242,000
58.26%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding CCB
# of Institutions
171Shares Held
10.4MCall Options Held
3.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$112 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$90.9 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA685KShares$58.3 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA457KShares$38.8 Million0.01% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$38.7 Million13.05% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.1B
- 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...