Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 97,241 shares of SPDW stock, worth $3.35 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
97,241
Previous 109,052
10.83%
Holding current value
$3.35 Million
Previous $3.83 Million
4.52%
% of portfolio
2.39%
Previous 2.5%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio