Keener Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keener Financial Planning LLC holds 20,505 shares of SPSM stock, worth $912,267. This represents 0.61% of its overall portfolio holdings.
Number of Shares
20,505
Previous 21,297
3.72%
Holding current value
$912,267
Previous $884,000
5.54%
% of portfolio
0.61%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio