Lido Advisors
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Lido Advisors’s UMB Financial UMBF Stock Holding History

Lido 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
-11,633
Closed -$972K – 1058
2022
Q4 		$972K Buy
11,633
+3,367
+41% +$281K 0.01% 375
2022
Q3 		$696K Buy
+8,266
New +$696K 0.01% 413