Keener Financial Planning LLC Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,027 shares of SPMD stock, worth $167,393. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,027
Previous 3,027
-0.0%
Holding current value
$167,393
Previous $155,000
6.45%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio