Keener Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keener Financial Planning LLC holds 20,505 shares of SPSM stock, worth $932,772. This represents 0.61% of its overall portfolio holdings.
Number of Shares
20,505
Previous 21,297
3.72%
Holding current value
$932,772
Previous $884,000
5.54%
% of portfolio
0.61%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$887 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$704 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio