Spire Wealth Management’s UMB Financial UMBF Stock Holding History

Spire Wealth Management’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.01K	Sell
2025 Q2	$2.1K	Hold
2025 Q1	$2.02K	Buy
2023 Q2	–	Sell
2023 Q1	$808	Sell
2022 Q4	$4K	Buy