Ever Source Wealth Advisors, LLC Coastal Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 131 shares of CCB stock, worth $13,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131
Previous 140
6.43%
Holding current value
$13,735
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CCB
# of Institutions
196Shares Held
12.1MCall Options Held
40KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.38MShares$145 Million0.09% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$112 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA766KShares$80.3 Million0.0% of portfolio
-
Azora Capital LP Miami, FL591KShares$62 Million3.41% of portfolio
-
American Century Companies Inc Kansas City, MO511KShares$53.5 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 $1.36B
- 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...