Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 01-25-2024 12-31-2023 142 279,564,729
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $18,098,284 94,002 0.01 0.01 -659 -0.70 12-31-2023
LILLY ELI & CO COM 2 $15,493,486 26,579 0.01 0.01 -1,024 -3.71 12-31-2023
MICROSOFT CORP COM 3 $14,483,788 38,517 0.01 0.00 -412 -1.06 12-31-2023
ALPHABET INC CAP STK CL C 4 $10,626,545 75,403 0.00 0.00 138 0.18 12-31-2023
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