Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 04-30-2024 | 03-31-2024 | 141 | 305,205,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LILLY ELI & CO | COM | 1 | $20,140,727 | 25,889 | 0.01 | 0.01 | -690 | -2.60 | 03-31-2024 |
| APPLE INC | COM | 2 | $16,226,523 | 94,626 | 0.01 | 0.01 | 624 | 0.66 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $16,035,524 | 38,114 | 0.01 | 0.01 | -403 | -1.05 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $11,078,133 | 72,758 | 0.00 | 0.00 | -2,645 | -3.51 | 03-31-2024 |
