Turtle Creek Wealth Advisors, LLC Coastal Financial Corp Transaction History
Turtle Creek Wealth Advisors, LLC
- $1.27 Trillion
- Q4 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 3,517 shares of CCB stock, worth $368,757. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,517Holding current value
$368,757% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CCB
# of Institutions
201Shares 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, PA784KShares$82.2 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...