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Coastal Finl Corp Wa shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 19k 53.99

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding Coastal Finl Corp Wa

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

View all funds holding Coastal Finl Corp Wa