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Coastal Finl Corp Wa shares owned by Creative Planning

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 5.5k 53.99

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Coastal Finl Corp Wa

BlackRock
BlackRock
T. Rowe Price Investment Management
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Jennifer Ranahan
State Street Corporation
Geode Capital Management
Kennedy Capital Management
Alliancebernstein
Jacobs Asset Management
Advisors Capital Management
American Century Companies

View all funds holding Coastal Finl Corp Wa