Avantax Planning Partners’s UMB Financial UMBF Stock Holding History

Avantax Planning Partners’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 Q3	$265K	Hold
2025 Q2	$236K	Sell
2025 Q1	$273K	Buy
2018 Q4	–	Sell
2018 Q3	$75K	Buy
2018 Q2	–	Sell
2018 Q1	$92K	Buy