Umb Bank, N.A. Invesco Exchange Traded Fd Tr Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	BUY	$31.76 - $166.28 $45,861 - $240,108	1,444 Added 400.0%	1,805 $57,000
Q2 2022 Jul 20, 2022	SELL	$145.08 - $172.75 $3,481 - $4,146	-24 Reduced 6.23%	361 $54,000
Q4 2021 Feb 09, 2022	BUY	$159.9 - $171.95 $61,561 - $66,200	385 New	385 $66,000

Others Institutions Holding PRF

# of Institutions

521

Shares Held

128M

Call Options Held

0

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.8M
Shares

$995 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$449 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.98M
Shares

$251 Million
0.06% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$251 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$221 Million
0.14% of portfolio

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