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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
2024-06-30 $809k 17k 47.46

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Top funds holding Coastal Finl Corp Wa

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

View all funds holding Coastal Finl Corp Wa