Keener Financial Planning LLC Purchases and Sells in Q3 2025

Keener Financial Planning LLC

$216 Million
Q3 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	7.44K + 0.77%	$74.93 - $80.73 $558K - $601K	976K $78.7M
VEA	6.13K + 0.8%	$56.02 - $60.3 $343K - $370K	769K $46.1M
IJR	5.98K + 3.94%	$108.46 - $120.63 $649K - $721K	158K $18.7M
AVLV	13.4K + 6.71%	$68.33 - $72.69 $915K - $973K	213K $15.4M
VWO	3.91K + 1.77%	$49.43 - $54.52 $193K - $213K	225K $12.2M
AAPL	3K + 58.89%	$202.38 - $256.87 $607K - $770K	8.09K $2.06M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SZC	3K New	N/A	3K $146K
SRV	1.1K New	$41.35 - $45.87 $45.7K - $50.6K	1.1K $50K
ECAT	1.88K New	$15.99 - $17.02 $30.1K - $32K	1.88K $30K
BCAT	2K New	$14.56 - $15.29 $29.1K - $30.6K	2K $29K
GLDM	283 New	$64.73 - $76.45 $18.3K - $21.6K	283 $21K
THQ	1.08K New	$15.26 - $18.63 $16.5K - $20.1K	1.08K $18K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TXN	-3.79K - 86.32%	N/A	600 $110K
SPYV	-8.78K - 12.15%	$52.12 - $55.33 $457K - $486K	63.4K $3.51M
AVGO	-660 - 74.16%	$264.74 - $369.57 $175K - $244K	230 $75K
VCIT	-2.08K - 20.55%	$81.75 - $84.54 $170K - $176K	8.03K $675K
VOO	-288 - 49.48%	$567.77 - $614.76 $164K - $177K	294 $180K
BRK-B	-200 - 18.94%	$459.11 - $506.91 $91.8K - $101K	856 $430K

Activity Summary All Purchases 42 New Holdings 21 Increased Positions 21 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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