First Purpose Wealth LLC Coastal Financial Corp Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
131Shares Held
8.3MCall Options Held
0Put Options Held
27.9K-
Black Rock Inc. New York, NY1.07MShares$69 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD902KShares$58.2 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT751KShares$48.4 Million12.39% of portfolio
-
Vanguard Group Inc Valley Forge, PA575KShares$37.1 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6361KShares$23.3 Million0.02% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $835M
- 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...