Keener Financial Planning LLC Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $145 Million
- Q1 2024
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 $155,285. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,027
Previous 3,245
6.72%
Holding current value
$155,285
Previous $158,000
2.53%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.4 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$745 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$579 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio