Keener Financial Planning LLC Spdr Bloomberg Convertible Sec Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Keener Financial Planning LLC holds 4 shares of CWB stock, worth $373. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4
Previous 4
-0.0%
Holding current value
$373
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
534Shares Held
34.4MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$245 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$225 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$217 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$157 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$146 Million0.23% of portfolio