Keener Financial Planning LLC Sells in Q3 2024

Keener Financial Planning LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-98.4K
- 59.92%
$48.51 - $52.86 $4.77M - $5.2M
65.8K $3.48M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38.1K
- 60.8%
$31.05 - $34.29 $1.18M - $1.3M
24.5K $841K
VTI
Vanguard Total Stock Market Et

ETFs
-4.03K
- 25.0%
$255.18 - $283.2 $1.03M - $1.14M
12.1K $3.43M
MSFT
Microsoft Corp

Technology
-525
- 16.56%
$395.15 - $467.56 $207K - $245K
2.65K $1.14M
Linde PLC
-488
- 94.94%
N/A
26 $12K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.8K
- 10.83%
$33.74 - $37.96 $399K - $448K
97.2K $3.65M
GOOGL
Alphabet Inc.

Communication Services
-600
- 28.85%
$148.65 - $191.18 $89.2K - $115K
1.48K $245K
AMZN
Amazon Com Inc

Consumer Cyclical
-660
- 86.84%
$161.02 - $200.0 $106K - $132K
100 $18K
AAPL
Apple Inc.

Technology
-968
- 17.99%
$207.23 - $234.82 $201K - $227K
4.41K $1.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.34K
- 63.78%
$75.63 - $84.89 $101K - $114K
760 $63K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.32K
- 83.56%
$32.36 - $33.78 $75K - $78.3K
456 $15K
AEE
Ameren Corp

Utilities
-981
- 85.38%
$70.45 - $87.46 $69.1K - $85.8K
168 $14K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.05K
- 37.12%
$32.04 - $37.11 $65.6K - $76K
3.47K $126K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-738
- 10.75%
$113.41 - $125.62 $83.7K - $92.7K
6.13K $770K
IEMG
Ishares Inc

ETFs
-1.01K
- 25.78%
$53.64 - $53.64 $54.3K - $54.3K
2.92K $167K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.56K
- 59.61%
$24.86 - $26.33 $38.8K - $41.1K
1.06K $27K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-603
- 9.22%
$76.94 - $79.54 $46.4K - $48K
5.93K $471K
VTWO
Vanguard Russell 2000 ETF

ETFs
-730
- 17.36%
$81.17 - $90.77 $59.3K - $66.3K
3.48K $310K
MRK
Merck & Co., Inc.

Healthcare
-106
- 24.37%
$111.15 - $128.97 $11.8K - $13.7K
329 $37K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-279
- 9.56%
$67.53 - $70.89 $18.8K - $19.8K
2.64K $186K
CVX
Chevron Corp

Energy
-72
- 54.96%
$137.88 - $161.97 $9.93K - $11.7K
59 $8K
RTX
Raytheon Technologies Corp

Industrials
-100
- 74.07%
$99.55 - $123.34 $9.96K - $12.3K
35 $4K
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 50.0%
$801.83 - $917.05 $8.82K - $10.1K
11 $9K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-286
- 10.58%
$64.83 - $72.82 $18.5K - $20.8K
2.42K $174K
F
Ford Motor CO

Consumer Cyclical
-100
- 2.79%
$9.71 - $14.55 $971 - $1.46K
3.48K $36K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-78
- 32.23%
$51.58 - $53.79 $4.02K - $4.2K
164 $8K
VCIT
Vanguard Intermediate Term Cor

ETFs
-522
- 4.54%
$79.29 - $84.02 $41.4K - $43.9K
11K $919K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-33
- 3.05%
$22.51 - $23.92 $743 - $789
1.05K $24K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-18
- 1.36%
$76.38 - $78.87 $1.37K - $1.42K
1.31K $102K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.19K
- 8.28%
$36.02 - $41.68 $42.9K - $49.6K
13.2K $544K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-281
- 3.5%
$71.45 - $75.64 $20.1K - $21.3K
7.75K $582K
VB
Vanguard Small Cap ETF

ETFs
-29
- 1.84%
$214.77 - $237.72 $6.23K - $6.89K
1.55K $367K
VTV
Vanguard Value ETF

ETFs
-310
- 5.46%
$159.75 - $174.57 $49.5K - $54.1K
5.37K $936K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-792
- 3.72%
$41.02 - $46.01 $32.5K - $36.4K
20.5K $933K
WMT
Walmart Inc.

Consumer Defensive
-117
- 2.27%
$66.91 - $81.4 $7.83K - $9.52K
5.05K $407K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.3K
- 6.66%
$41.9 - $48.26 $515K - $594K
172K $8.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.24K
- 6.98%
$105.53 - $118.34 $869K - $975K
110K $12.8M
VEA
Vanguard Ftse Developed Market

ETFs
-22.3K
- 3.56%
$47.6 - $53.31 $1.06M - $1.19M
603K $31.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-24.6K
- 2.99%
$63.28 - $70.06 $1.55M - $1.72M
798K $55.9M
Activity Summary
Buys All Purchases 18 New Holdings 10 Increased Positions 8 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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