Wealth Plan Investment Management, LLC Umb Financial Corp Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q1 2025
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 4,401 shares of UMBF stock, worth $455,811. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,401
Previous 4,489
1.96%
Holding current value
$455,811
Previous $506,000
12.25%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding UMBF
# of Institutions
425Shares 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...