UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q1 2023
Shares 4,602 Value ($000) $266 Avg Close $81.27 Range $51.28 - $92.68
Q4 2022
Shares 8,004 Value ($000) $668 Avg Close $84.02 Range $76.97 - $92.70
Q3 2022
Shares 7,582 Value ($000) $639 Avg Close $90.50 Range $82.68 - $99.19
Q2 2022
Shares 7,644 Value ($000) $658 Avg Close $90.65 Range $81.57 - $99.27
Q1 2022
Shares 7,889 Value ($000) $766 Avg Close $102.07 Range $94.52 - $112.24
Q4 2021
Shares 7,726 Value ($000) $820 Avg Close $103.16 Range $94.12 - $109.90
Q3 2021
Shares 7,510 Value ($000) $726 Avg Close $91.22 Range $84.21 - $99.18
Q2 2021
Shares 7,617 Value ($000) $709 Avg Close $94.99 Range $84.30 - $99.98
Q1 2021
Shares 7,437 Value ($000) $687 Avg Close $82.61 Range $67.33 - $99.82
Q4 2020
Shares 9,275 Value ($000) $640 Avg Close $64.13 Range $47.85 - $72.76
Q3 2020
Shares 7,808 Value ($000) $383 Avg Close $50.48 Range $43.79 - $56.41
Q2 2020
Shares 5,876 Value ($000) $303 Avg Close $49.02 Range $40.02 - $62.65
Q1 2020
Shares 6,226 Value ($000) $289 Avg Close $60.84 Range $39.47 - $70.26
Q4 2019
Shares 4,503 Value ($000) $309 Avg Close $66.36 Range $61.48 - $70.25
Q3 2019
Shares 3,975 Value ($000) $257 Avg Close $64.62 Range $60.18 - $69.31