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 |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC DEL | COM | 101 | $598,581 | 1,797 | 0.00 | 0.00 | -13 | -0.72 | 06-30-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 102 | $598,407 | 3,460 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CROWN CASTLE INTL CORP NEW | COM | 103 | $566,219 | 5,795 | 0.00 | 0.00 | -3 | -0.05 | 06-30-2024 |
| VEEVA SYS INC CL A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
