AWA
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Arete Wealth Advisors’s UMB Financial UMBF Stock Holding History

Arete Wealth Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,852
Closed -$175M – 719
2022
Q4 		$175M Buy
+26,852
New +$175M 0.02% 567