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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | RATE PREFERRED | 101 | $549,052 | 23,707 | 0.00 | 0.00 | -6,462 | -21.42 | 12-31-2023 |
| CATERPILLAR INC DEL | COM | 102 | $520,252 | 1,760 | 0.00 | 0.00 | -44 | -2.44 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 103 | $508,159 | 2,382 | 0.00 | 0.00 | -92 | -3.72 | 12-31-2023 |
| PALANTIR TECHNOLOGIES INC | CL A | 104 | $487,010 | 28,364 | 0.00 | 0.00 | -500 | -1.73 | 12-31-2023 |
