Dfpg Investments, LLC Coastal Financial Corp Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Dfpg Investments, LLC holds 20,446 shares of CCB stock, worth $1.81 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,446
Previous 21,200
3.56%
Holding current value
$1.81 Million
Previous $909,000
0.11%
% of portfolio
0.07%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding CCB
# of Institutions
161Shares Held
8.87MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$94.5 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$79.4 Million0.03% of portfolio
-
Vanguard Group Inc Valley Forge, PA685KShares$60.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA457KShares$40.4 Million0.01% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$40.2 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 $1.14B
- 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...