PWS
UMBF icon

Precision Wealth Strategies’s UMB Financial UMBF Stock Holding History

Precision Wealth Strategies’s Portfolio UMBF Stock Details UMBF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,897
Closed -$293K – 192
2025
Q1 		$293K Buy
+2,897
New +$293K 0.22% 85