Keener Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History
Keener Financial Planning LLC
- $153 Million
- Q2 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Keener Financial Planning LLC holds 822,363 shares of SPTM stock, worth $57.4 Million. This represents 35.6% of its overall portfolio holdings.
Number of Shares
822,363
Previous 786,504
4.56%
Holding current value
$57.4 Million
Previous $50.5 Million
8.14%
% of portfolio
35.6%
Previous 34.7%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$613 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio