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Coastal Finl Corp Wa shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $943k 16k 59.97
2024-06-30 $809k 17k 47.46

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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