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 |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 51 | $1,844,479 | 7,784 | 0.00 | 0.00 | -165 | -2.08 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 52 | $1,783,725 | 25,190 | 0.00 | 0.00 | 3,733 | 17.40 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 53 | $1,738,841 | 6,952 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 54 | $1,717,680 | 56,097 | 0.00 | 0.00 | 11,977 | 27.15 | 06-30-2024 |
