Keener Financial Planning LLC Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,027 shares of SPMD stock, worth $170,692. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,027
Previous 3,027
-0.0%
Holding current value
$170,692
Previous $154,000
6.49%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio