Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Keener Financial Planning LLC holds 73,394 shares of SPYV stock, worth $3.86 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
73,394
Previous 65,806
11.53%
Holding current value
$3.86 Million
Previous $3.48 Million
7.91%
% of portfolio
2.22%
Previous 2.28%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,015Shares Held
410MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio