Keener Financial Planning LLC Purchases and Sells in Q1 2025

Keener Financial Planning LLC

$154 Million
Q1 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	130 + 24.34%	$725.72 - $929.72 $94.3K - $121K	664 $548K
QQQM	466 + 1725.93%	$192.82 - $222.1 $89.9K - $103K	493 $95K
SUSB	1.72K + 9.38%	$24.6 - $24.99 $42.3K - $43K	20K $501K
SUSC	710 + 8.96%	$22.42 - $23.22 $15.9K - $16.5K	8.64K $199K
SPEM	17 + 0.14%	$37.07 - $40.63 $630 - $691	12K $470K
IEMG	100 + 2.54%	N/A	4.03K $217K

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	2.07K New	$54.25 - $57.64 $112K - $119K	2.07K $113K
XLK	218 New	$206.38 - $242.18 $45K - $52.8K	218 $45K
PANW	260 New	$167.82 - $208.28 $43.6K - $54.2K	260 $44K
TSM	237 New	$165.25 - $224.62 $39.2K - $53.2K	237 $39K
XLV	238 New	$137.61 - $149.68 $32.8K - $35.6K	238 $34K
VST	290 New	$108.49 - $191.89 $31.5K - $55.6K	290 $34K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	-54.6K - 6.24%	$67.03 - $74.61 $3.66M - $4.07M	820K $55.8M
IJR	-5.92K - 4.67%	$102.49 - $119.96 $606K - $710K	121K $12.6M
VTI	-2.46K - 16.33%	$271.18 - $303.12 $668K - $747K	12.6K $3.47M
AVLV	-9.8K - 5.85%	$63.51 - $70.42 $622K - $690K	158K $10.3M
ITOT	-4.44K - 76.03%	$120.29 - $134.6 $534K - $597K	1.4K $170K
VWO	-15.8K - 7.77%	$42.5 - $46.71 $670K - $737K	187K $8.48M

Activity Summary All Purchases 36 New Holdings 23 Increased Positions 13 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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