Wealth Plan Partners, LLC Umb Financial Corp Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,483 shares of UMBF stock, worth $365,610. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,483
Previous 6,097
42.87%
Holding current value
$365,610
Previous $530 Million
45.21%
% of portfolio
0.03%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding UMBF
# of Institutions
301Shares Held
47.7MCall Options Held
1.6KPut Options Held
1.6K-
Black Rock Inc. New York, NY5.97MShares$627 Million0.01% of portfolio
-
Umb Bank, N.A.5.12MShares$537 Million7.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA4.49MShares$472 Million0.01% of portfolio
-
State Street Corp Boston, MA2.83MShares$297 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA2.6MShares$273 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 $5.07B
- 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...