Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $153 Million
- Q2 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 109,052 shares of SPDW stock, worth $4.11 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
109,052
Previous 109,135
0.08%
Holding current value
$4.11 Million
Previous $3.91 Million
2.22%
% of portfolio
2.5%
Previous 2.69%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.28 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$2.01 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.11 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.05 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$663 Million16.46% of portfolio