Whalen Wealth Management Inc.'s ownership history for UMBF

Whalen Wealth Management Inc. currently holds 3.7K shares with a market value of $421.7K. It started holding UMBF on 2025-06-30. At its peak, it held 3.8K shares on 2025-06-30. Its highest holding value was $421.7K on 2026-03-31. At its lowest, it held 3.7K shares on 2026-03-31, with a value of $398.1K on 2025-06-30.