Keener Financial Planning LLC Purchases and Sells in Q3 2024

Keener Financial Planning LLC

$153 Million
Q3 2024

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	64.9K + 80.1%	$60.05 - $65.83 $3.9M - $4.27M	146K $9.61M
SPSB	4.7K + 143.05%	$29.58 - $30.31 $139K - $142K	7.98K $241K
BRK-B	4 + 0.38%	$405.19 - $478.57 $1.62K - $1.91K	1.06K $486K
VTEB	289 + 2.62%	$49.93 - $51.15 $14.4K - $14.8K	11.3K $577K
EAGG	484 + 733.33%	$46.18 - $48.92 $22.4K - $23.7K	550 $26K
SHM	260 + 9.25%	$47.01 - $48.2 $12.2K - $12.5K	3.07K $147K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HLT	724 New	$201.82 - $234.36 $146K - $170K	724 $166K
T ROWE PRICE ETF INC	1.49K New	N/A	1.49K $49K
KOMP	341 New	$44.44 - $50.42 $15.2K - $17.2K	341 $16K
DFAI	432 New	$28.69 - $32.06 $12.4K - $13.8K	432 $13K
NOBL	100 New	$95.1 - $106.76 $9.51K - $10.7K	100 $10K
QQEW	64 New	$114.52 - $127.8 $7.33K - $8.18K	64 $8K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	-98.4K - 59.92%	$48.51 - $52.86 $4.77M - $5.2M	65.8K $3.48M
DFAC	-38.1K - 60.8%	$31.05 - $34.29 $1.18M - $1.3M	24.5K $841K
VTI	-4.03K - 25.0%	$255.18 - $283.2 $1.03M - $1.14M	12.1K $3.43M
MSFT	-525 - 16.56%	$395.15 - $467.56 $207K - $245K	2.65K $1.14M
LINDE PLC	-488 - 94.94%	N/A	26 $12K
SPDW	-11.8K - 10.83%	$33.74 - $37.96 $399K - $448K	97.2K $3.65M

Activity Summary All Purchases 18 New Holdings 10 Increased Positions 8 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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