Keener Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Keener Financial Planning LLC holds 874,363 shares of SPTM stock, worth $64.2 Million. This represents 36.88% of its overall portfolio holdings.
Number of Shares
874,363
Previous 797,802
9.6%
Holding current value
$64.2 Million
Previous $55.9 Million
11.74%
% of portfolio
36.88%
Previous 36.59%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
650Shares Held
87.4MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$640 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$258 Million1.82% of portfolio
-
Cwm, LLC3.36MShares$247 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$222 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio