Keener Financial Planning LLC Purchases and Sells in Q2 2025

Keener Financial Planning LLC

$201 Million
Q2 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	149K + 18.14%	$60.34 - $74.89 $8.97M - $11.1M	968K $72.5M
VEA	91.1K + 13.56%	$45.65 - $57.01 $4.16M - $5.2M	763K $43.5M
IJR	30.9K + 25.54%	$90.56 - $109.49 $2.79M - $3.38M	152K $16.6M
AVLV	41.8K + 26.55%	$56.85 - $68.21 $2.38M - $2.85M	199K $13.6M
VWO	34K + 18.17%	$39.89 - $49.46 $1.36M - $1.68M	221K $10.9M
VTI	2.42K + 19.18%	$243.75 - $303.93 $590K - $736K	15K $4.57M

New Holdings

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	3.74K New	$71.83 - $95.32 $269K - $357K	3.74K $356K
AMD	2K New	$78.21 - $143.81 $156K - $288K	2K $283K
IBM	473 New	$221.03 - $294.78 $105K - $139K	473 $139K
VYMI	1.51K New	$65.84 - $80.81 $99.4K - $122K	1.51K $120K
VIGI	1.29K New	$75.29 - $91.16 $97K - $118K	1.29K $116K
META	150 New	$484.66 - $738.09 $72.7K - $111K	150 $110K

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSB	-1.14K - 13.2%	$29.82 - $30.19 $34.1K - $34.5K	7.51K $226K
SPAB	-563 - 21.51%	$24.98 - $25.66 $14.1K - $14.4K	2.05K $52K
SCHP	-172 - 52.44%	$26.18 - $26.93 $4.5K - $4.63K	156 $4K
SPEM	-960 - 8.03%	$34.72 - $42.74 $33.3K - $41K	11K $469K

Activity Summary All Purchases 86 New Holdings 39 Increased Positions 47 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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