Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 07-15-2024 | 06-30-2024 | 146 | 314,085,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $23,309,880 | 25,746 | 0.01 | 0.01 | -143 | -0.55 | 06-30-2024 |
| APPLE INC | COM | 2 | $19,652,290 | 93,307 | 0.01 | 0.01 | -1,319 | -1.39 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $16,464,652 | 36,838 | 0.01 | 0.01 | -1,276 | -3.35 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $13,111,412 | 71,483 | 0.00 | 0.00 | -1,275 | -1.75 | 06-30-2024 |
