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CM Wealth Advisors’s UMB Financial UMBF Stock Holding History

CM 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
Q2 		– Sell
-10,868
Closed -$669K – 415
2023
Q1 		$669K Buy
+10,868
New +$669K 0.13% 215