Optimize Financial Inc's ownership history for UMBF

Optimize Financial Inc currently holds 3.7K shares with a market value of $423.2K. It started holding UMBF on 2025-09-30. At its peak, it held 3.7K shares on 2025-12-31. Its highest holding value was $429.3K on 2025-09-30. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $423.2K on 2025-12-31.