Angel Oak Capital Advisors, LLC UMBF Holdings History
Number of Shares
9,700.00
Current Holdings Value*
$980,670.00
% of Portfolio
1.31%
Total Estimate Gain
$-15,520.00
% of Total Estimate Gain
-1.45%
Angel Oak Capital Advisors, LLC's UMB Financial Corp Holding Summary
As of 2025-03-31, Angel Oak Capital Advisors, LLC held 9,700.00 shares of UMB Financial Corp(UMBF), totaling $980,670.00. This investment constitutes 1.31% of their stock portfolio, and Angel Oak Capital Advisors, LLC now holds 0.01% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2025Q1. And since then Angel Oak Capital Advisors, LLC has made 1 purchases of UMBF, at an average price of $110.25, for a total of 9,700.00 shares. Based on historical transaction data and UMBF's current price of $108.65, Angel Oak Capital Advisors, LLC's estimated gain on his UMBF holdings is $-15,520.00, reflecting a -1.45% gain to date.
Angel Oak Capital Advisors, LLC UMBF ($108.65) Holding Chart
Angel Oak Capital Advisors, LLC UMBF ($108.65) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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