Keener Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History
Keener Financial Planning LLC
- $154 Million
- Q1 2025
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,367 shares of SPIB stock, worth $111,986. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,367
Previous 3,367
-0.0%
Holding current value
$111,986
Previous $110,000
0.91%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio