Atria Wealth Solutions’s UMB Financial UMBF Stock Holding History

Atria Wealth Solutions’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Sell
2025 Q1	$368K	Sell
2024 Q4	$461K	Sell
2024 Q3	$583K	Sell
2024 Q2	$469K	Buy
2024 Q1	$488K	Buy
2023 Q4	$456K	Buy
2023 Q3	$215K	Buy