Wealth Plan Investment Management, LLC Umb Financial Corp Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,489 shares of UMBF stock, worth $529,253. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,489
Previous 4,475
0.31%
Holding current value
$529,253
Previous $469,000
7.89%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding UMBF
# of Institutions
337Shares Held
48.2MCall Options Held
5.1KPut Options Held
4.7K-
Black Rock Inc. New York, NY5.97MShares$704 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA4.71MShares$556 Million0.01% of portfolio
-
Umb Bank, N.A.4.41MShares$520 Million7.99% of portfolio
-
State Street Corp Boston, MA2.82MShares$333 Million0.01% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il2.16MShares$255 Million0.04% of portfolio
About UMB FINANCIAL CORP
- Ticker UMBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 48,312,300
- Market Cap $5.7B
- 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...