Ever Source Wealth Advisors, LLC Umb Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 138 shares of UMBF stock, worth $14,292. This represents 0.0% of its overall portfolio holdings.
Number of Shares
138
Previous 128
7.81%
Holding current value
$14,292
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UMBF
# of Institutions
426Shares Held
62.4MCall Options Held
11.4KPut Options Held
2.87K-
Vanguard Group Inc Valley Forge, PA7.33MShares$759 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.97MShares$619 Million0.01% of portfolio
-
Umb Bank, N.A.4.4MShares$455 Million7.44% of portfolio
-
State Street Corp Boston, MA3.98MShares$412 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.7MShares$280 Million0.07% of portfolio
About UMB FINANCIAL CORP
- Ticker UMBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 48,312,300
- Market Cap $5B
- Description
- UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...