Keener Financial Planning LLC Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,027 shares of SPMD stock, worth $160,158. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,027
Previous 3,027
-0.0%
Holding current value
$160,158
Previous $165,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio