Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Keener Financial Planning LLC holds 65,806 shares of SPYV stock, worth $3.5 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
65,806
Previous 164,168
59.92%
Holding current value
$3.5 Million
Previous $8 Million
56.53%
% of portfolio
2.28%
Previous 5.22%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio